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
3051
$610K ﹤0.01%
43,702
+581
3052
$607K ﹤0.01%
13,848
-5,782
3053
$605K ﹤0.01%
53,730
-6,398
3054
$604K ﹤0.01%
50,871
+1,724
3055
$603K ﹤0.01%
+77,850
3056
$600K ﹤0.01%
366,092
-2,396
3057
$598K ﹤0.01%
358,344
-2,358
3058
$596K ﹤0.01%
26,030
+679
3059
$594K ﹤0.01%
311,020
+43,848
3060
$593K ﹤0.01%
42,846
+1,632
3061
$593K ﹤0.01%
9,459
+125
3062
$593K ﹤0.01%
179,612
+3,327
3063
$592K ﹤0.01%
22,040
-746
3064
$592K ﹤0.01%
+57,190
3065
$589K ﹤0.01%
46,786
+195
3066
$588K ﹤0.01%
98,495
+56,041
3067
$587K ﹤0.01%
52,953
+897
3068
$586K ﹤0.01%
103,796
-678
3069
$586K ﹤0.01%
85,082
+267
3070
$586K ﹤0.01%
67,238
+799
3071
$585K ﹤0.01%
24,432
-160
3072
$585K ﹤0.01%
24,912
-62
3073
$583K ﹤0.01%
25,292
+649
3074
$578K ﹤0.01%
346,070
-2,278
3075
$577K ﹤0.01%
+53,225