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
$358B
AUM Growth
+$17.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$666M
2 +$652M
3 +$469M
4
AMZN icon
Amazon
AMZN
+$383M
5
CRM icon
Salesforce
CRM
+$373M

Top Sells

1 +$783M
2 +$398M
3 +$397M
4
NBIS
Nebius Group N.V.
NBIS
+$376M
5
ONC
BeOne Medicines Ltd
ONC
+$290M

Sector Composition

1 Technology 20.68%
2 Healthcare 12.92%
3 Financials 11.76%
4 Industrials 11.07%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3176
$470K ﹤0.01%
14,032
+5,378
3177
$470K ﹤0.01%
81,664
+48,821
3178
$469K ﹤0.01%
95,008
+5,201
3179
$469K ﹤0.01%
49,616
+33,851
3180
$469K ﹤0.01%
+79,834
3181
$467K ﹤0.01%
+26,979
3182
$466K ﹤0.01%
42,643
-150
3183
$466K ﹤0.01%
19,248
-8,635
3184
$465K ﹤0.01%
8,944
-400
3185
$461K ﹤0.01%
17,896
-2,290
3186
$460K ﹤0.01%
86,879
+73,296
3187
$458K ﹤0.01%
251,756
+180,746
3188
$457K ﹤0.01%
12,587
+5,510
3189
$456K ﹤0.01%
81,771
+15,650
3190
$456K ﹤0.01%
41,714
-2,322
3191
$453K ﹤0.01%
49,831
-57,646
3192
$452K ﹤0.01%
7,128
-91,213
3193
$452K ﹤0.01%
17,323
-24,375
3194
$452K ﹤0.01%
55,310
-6,436
3195
$452K ﹤0.01%
373,260
+311,855
3196
$451K ﹤0.01%
44,244
+11,992
3197
$451K ﹤0.01%
73,788
-16,736
3198
$451K ﹤0.01%
14,313
-29,455
3199
$451K ﹤0.01%
166,271
-24,871
3200
$450K ﹤0.01%
122,914
-2,924