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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
$796K ﹤0.01%
10,016
+528
2927
$796K ﹤0.01%
148,840
+37,679
2928
$795K ﹤0.01%
42,283
+2,245
2929
$792K ﹤0.01%
33,759
+1,970
2930
$791K ﹤0.01%
45,564
-1,033
2931
$788K ﹤0.01%
36,860
-9,357
2932
$785K ﹤0.01%
53,166
-5,386
2933
$785K ﹤0.01%
72,998
+8,227
2934
$784K ﹤0.01%
257,753
+24,966
2935
$783K ﹤0.01%
15,174
-5,682
2936
$782K ﹤0.01%
23,014
+324
2937
$781K ﹤0.01%
102,673
+3,003
2938
$781K ﹤0.01%
55,207
-2,493
2939
$780K ﹤0.01%
26,398
-358
2940
$777K ﹤0.01%
35,646
-878
2941
$777K ﹤0.01%
233,275
+13,800
2942
$776K ﹤0.01%
77,670
+1,453
2943
$773K ﹤0.01%
109,948
-7,058,967
2944
$771K ﹤0.01%
18,941
+651
2945
$766K ﹤0.01%
10,817
+7,728
2946
$765K ﹤0.01%
83,251
+2,793
2947
$765K ﹤0.01%
147,269
-87,730
2948
$764K ﹤0.01%
30,321
+638
2949
$761K ﹤0.01%
36,261
-3,842
2950
$759K ﹤0.01%
185,188
+17,968