Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

Invesco Ltd., founded in 1978 and headquartered in Atlanta, Georgia, is a global investment management firm managing hundreds of billions in assets across a diverse range of products, including mutual funds, exchange-traded funds (ETFs), and institutional portfolios. Known for its blend of active and passive investment strategies, Invesco serves individual investors, financial advisors, and institutions, with a strong presence in North America, Europe, and Asia, bolstered by acquisitions like OppenheimerFunds in 2019. The firm offers specialized solutions in equities, fixed income, real estate, and alternatives, leveraging its global research capabilities to cater to varying market needs. Invesco’s commitment to innovation and client-focused investing has solidified its reputation as a versatile player in the asset management industry.

This Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$392B
AUM Growth
-$22.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,161
New
Increased
Reduced
Closed

Top Buys

1 +$914M
2 +$677M
3 +$652M
4
AAPL icon
Apple
AAPL
+$642M
5
V icon
Visa
V
+$628M

Top Sells

1 +$940M
2 +$546M
3 +$418M
4
MAA icon
Mid-America Apartment Communities
MAA
+$369M
5
NTES icon
NetEase
NTES
+$330M

Sector Composition

1 Technology 19.91%
2 Financials 13.07%
3 Healthcare 12.68%
4 Consumer Discretionary 10.55%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2901
$1.14M ﹤0.01%
34,277
+13,885
2902
$1.13M ﹤0.01%
142,996
-40,985
2903
$1.13M ﹤0.01%
50,882
+2,926
2904
$1.13M ﹤0.01%
20,400
-4,100
2905
$1.13M ﹤0.01%
27,172
+10,483
2906
$1.12M ﹤0.01%
179,424
+10,539
2907
$1.11M ﹤0.01%
+35,587
2908
$1.11M ﹤0.01%
4,319
-95
2909
$1.11M ﹤0.01%
45,567
-5,153
2910
$1.11M ﹤0.01%
55,358
+17,984
2911
$1.1M ﹤0.01%
133,178
-29,147
2912
$1.1M ﹤0.01%
67,611
+25,829
2913
$1.1M ﹤0.01%
154,783
-407,452
2914
$1.1M ﹤0.01%
48,248
-2,907
2915
$1.09M ﹤0.01%
22,388
-1,976
2916
$1.09M ﹤0.01%
74,901
-15,557
2917
$1.09M ﹤0.01%
54,976
-128,117
2918
$1.08M ﹤0.01%
97,693
+49,940
2919
$1.07M ﹤0.01%
271,402
+128,149
2920
$1.07M ﹤0.01%
56,201
+20,712
2921
$1.07M ﹤0.01%
45,496
+15,884
2922
$1.06M ﹤0.01%
13,051
+292
2923
$1.06M ﹤0.01%
54,656
-29,452
2924
$1.05M ﹤0.01%
12,872
+188
2925
$1.05M ﹤0.01%
59,035
-70,549