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
$541B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1 +$1.23B
2 +$777M
3 +$622M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$569M
5
AMZN icon
Amazon
AMZN
+$566M

Top Sells

1 +$1.95B
2 +$738M
3 +$328M
4
VST icon
Vistra
VST
+$313M
5
WFC icon
Wells Fargo
WFC
+$265M

Sector Composition

1 Technology 25.45%
2 Financials 12.86%
3 Industrials 11.53%
4 Consumer Discretionary 10.57%
5 Healthcare 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$638K ﹤0.01%
19,337
+301
3027
$636K ﹤0.01%
52,490
-267
3028
$635K ﹤0.01%
33,099
+12,350
3029
$634K ﹤0.01%
74,730
-269,790
3030
$634K ﹤0.01%
18,651
+280
3031
$634K ﹤0.01%
+3,424
3032
$633K ﹤0.01%
124,945
+10,514
3033
$633K ﹤0.01%
48,205
+251
3034
$633K ﹤0.01%
73,158
-480
3035
$632K ﹤0.01%
54,352
-5,225
3036
$632K ﹤0.01%
+10,732
3037
$630K ﹤0.01%
99,061
+427
3038
$628K ﹤0.01%
2,167
-166
3039
$628K ﹤0.01%
10,926
-115
3040
$627K ﹤0.01%
39,820
+1,112
3041
$627K ﹤0.01%
35,220
-4,032
3042
$625K ﹤0.01%
39,915
+11,558
3043
$625K ﹤0.01%
25,547
+500
3044
$623K ﹤0.01%
34,749
-654,671
3045
$623K ﹤0.01%
18,885
+286
3046
$622K ﹤0.01%
317,372
-2,076
3047
$621K ﹤0.01%
37,587
-2,720
3048
$618K ﹤0.01%
68,490
+15
3049
$615K ﹤0.01%
29,768
-2,176
3050
$614K ﹤0.01%
487,104
+8,475