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
$296B
AUM Growth
+$16.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,729
New
Increased
Reduced
Closed

Top Buys

1 +$500M
2 +$362M
3 +$318M
4
NBIS
Nebius Group N.V.
NBIS
+$309M
5
WFC icon
Wells Fargo
WFC
+$305M

Top Sells

1 +$441M
2 +$363M
3 +$353M
4
BAC icon
Bank of America
BAC
+$339M
5
CCI icon
Crown Castle
CCI
+$261M

Sector Composition

1 Technology 18.97%
2 Consumer Discretionary 13.64%
3 Healthcare 13.26%
4 Financials 11.86%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$253M 0.09%
1,995,066
+160,771
277
$252M 0.09%
10,120,200
-121,250
278
$252M 0.09%
4,850,520
+174,310
279
$251M 0.08%
26,561,573
+157,596
280
$251M 0.08%
4,731,871
-12,759
281
$250M 0.08%
702,048
+19,627
282
$250M 0.08%
10,260,296
-1,361,237
283
$248M 0.08%
2,387,693
+16,663
284
$247M 0.08%
1,707,750
-43,922
285
$247M 0.08%
1,457,552
+82,496
286
$246M 0.08%
1,033,194
+319,602
287
$245M 0.08%
6,603,058
+516,410
288
$244M 0.08%
2,235,447
+109,119
289
$242M 0.08%
1,247,275
-527,868
290
$241M 0.08%
2,487,240
-127,526
291
$239M 0.08%
2,660,504
+31,552
292
$239M 0.08%
4,645,920
+99,746
293
$239M 0.08%
5,213,145
+2,006,170
294
$238M 0.08%
1,137,505
-10,805
295
$238M 0.08%
2,479,009
+1,671,410
296
$238M 0.08%
4,236,777
-133,780
297
$237M 0.08%
10,517,228
+25,540
298
$237M 0.08%
459,951
+161,101
299
$237M 0.08%
2,788,550
-797,530
300
$236M 0.08%
1,386,559
+4,507