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
3051
$602K ﹤0.01%
52,839
+650
3052
$602K ﹤0.01%
51,562
+968
3053
$599K ﹤0.01%
37,100
+1,096
3054
$597K ﹤0.01%
33,621
+210
3055
$596K ﹤0.01%
75,631
-440
3056
$596K ﹤0.01%
32,616
+1,064
3057
$595K ﹤0.01%
26,755
-1,511
3058
$594K ﹤0.01%
67,781
+10,517
3059
$592K ﹤0.01%
35,282
+16,080
3060
$589K ﹤0.01%
42,377
-1,991
3061
$587K ﹤0.01%
73,107
-55,559
3062
$585K ﹤0.01%
41,779
+7,228
3063
$585K ﹤0.01%
50,582
+18,072
3064
$584K ﹤0.01%
115,009
-492
3065
$583K ﹤0.01%
11,082
-727
3066
$582K ﹤0.01%
42,759
+1,403
3067
$578K ﹤0.01%
23,424
-762
3068
$576K ﹤0.01%
27,623
+3,740
3069
$574K ﹤0.01%
12,992
+2,129
3070
$574K ﹤0.01%
12,457
-66
3071
$574K ﹤0.01%
37,464
+6,396
3072
$570K ﹤0.01%
31,884
+1,960
3073
$567K ﹤0.01%
+32,934
3074
$567K ﹤0.01%
24,134
+555
3075
$566K ﹤0.01%
19,624
+632