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
$392B
AUM Growth
-$22.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,161
New
Increased
Reduced
Closed

Top Buys

1 +$914M
2 +$677M
3 +$652M
4
AAPL icon
Apple
AAPL
+$642M
5
V icon
Visa
V
+$628M

Top Sells

1 +$940M
2 +$546M
3 +$418M
4
MAA icon
Mid-America Apartment Communities
MAA
+$369M
5
NTES icon
NetEase
NTES
+$330M

Sector Composition

1 Technology 19.91%
2 Financials 13.07%
3 Healthcare 12.68%
4 Consumer Discretionary 10.55%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$677K ﹤0.01%
29,956
-7,793
3127
$677K ﹤0.01%
124,885
-8,983
3128
$676K ﹤0.01%
37,747
+15,163
3129
$676K ﹤0.01%
63,423
-530,953
3130
$675K ﹤0.01%
65,327
-2,431
3131
$675K ﹤0.01%
30,691
-17,066
3132
$671K ﹤0.01%
20,869
-1,629
3133
$671K ﹤0.01%
9,650
3134
$666K ﹤0.01%
20,543
+8,572
3135
$665K ﹤0.01%
94,025
-727
3136
$664K ﹤0.01%
39,541
+7,777
3137
$663K ﹤0.01%
30,340
-672,275
3138
$662K ﹤0.01%
32,085
+5,724
3139
$660K ﹤0.01%
17,158
-2,067
3140
$658K ﹤0.01%
74,887
+39,309
3141
$656K ﹤0.01%
27,189
+12,719
3142
$656K ﹤0.01%
37,238
+18,647
3143
$655K ﹤0.01%
19,276
-31,637
3144
$654K ﹤0.01%
21,512
+1,960
3145
$652K ﹤0.01%
8,614
+4,020
3146
$650K ﹤0.01%
10,002
+1,025
3147
$650K ﹤0.01%
15,371
+146
3148
$644K ﹤0.01%
31,958
+2,297
3149
$644K ﹤0.01%
55,584
-1,683
3150
$640K ﹤0.01%
+56,108