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
3201
$411K ﹤0.01%
14,000
+399
3202
$410K ﹤0.01%
40,671
-3,446
3203
$409K ﹤0.01%
23,498
+6,385
3204
$405K ﹤0.01%
13,958
+300
3205
$404K ﹤0.01%
30,159
+976
3206
$404K ﹤0.01%
24,330
+2,372
3207
$402K ﹤0.01%
10,923
+314
3208
$401K ﹤0.01%
101,232
+3,731
3209
$400K ﹤0.01%
15,189
+3,548
3210
$398K ﹤0.01%
18,570
+1,590
3211
$397K ﹤0.01%
12,647
-1,676
3212
$396K ﹤0.01%
17,740
+1,502
3213
$395K ﹤0.01%
33,381
+2,835
3214
$394K ﹤0.01%
43,732
+3,375
3215
$394K ﹤0.01%
52,115
-6,649
3216
$392K ﹤0.01%
83,952
-9,407
3217
$391K ﹤0.01%
70,844
+5,757
3218
$390K ﹤0.01%
6,368
-191
3219
$390K ﹤0.01%
12,821
+2,461
3220
$387K ﹤0.01%
23,188
+943
3221
$386K ﹤0.01%
26,100
3222
$385K ﹤0.01%
5,929
+605
3223
$381K ﹤0.01%
40,757
+1,331
3224
$379K ﹤0.01%
22,401
+765
3225
$379K ﹤0.01%
25,477
+1,626