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
$230B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,461
New
Increased
Reduced
Closed

Top Buys

1 +$311M
2 +$293M
3 +$283M
4
TSLA icon
Tesla
TSLA
+$250M
5
GM icon
General Motors
GM
+$238M

Top Sells

1 +$1.67B
2 +$809M
3 +$428M
4
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$319M
5
GE icon
GE Aerospace
GE
+$272M

Sector Composition

1 Technology 16.29%
2 Financials 11.8%
3 Healthcare 11.77%
4 Communication Services 8.81%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$177M 0.08%
3,337,680
+157,307
302
$176M 0.08%
8,570,297
+124,259
303
$176M 0.08%
2,736,591
-95,084
304
$175M 0.08%
2,695,251
+202,584
305
$175M 0.08%
5,713,134
+67,623
306
$175M 0.08%
3,800,136
+264,184
307
$174M 0.08%
4,169,457
+165,582
308
$174M 0.08%
4,070,806
-291,040
309
$173M 0.08%
3,414,977
-2,504
310
$171M 0.07%
2,874,073
+151,681
311
$170M 0.07%
3,701,411
-70,983
312
$170M 0.07%
4,056,046
+193,254
313
$169M 0.07%
1,257,127
+1,114,578
314
$168M 0.07%
8,620,011
-244,750
315
$168M 0.07%
2,930,764
+278,800
316
$167M 0.07%
1,722,267
+1,232
317
$167M 0.07%
4,990,371
-660,485
318
$166M 0.07%
7,843,116
+637,565
319
$165M 0.07%
2,261,560
+133,475
320
$165M 0.07%
3,286,557
+49,136
321
$165M 0.07%
2,484,092
+969,462
322
$164M 0.07%
6,318,046
+257,532
323
$164M 0.07%
421,768,640
+118,987,960
324
$164M 0.07%
8,878,426
+313,574
325
$164M 0.07%
2,556,971
+84,226