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
3226
$376K ﹤0.01%
26,539
-105,870
3227
$374K ﹤0.01%
24,305
-39,215
3228
$373K ﹤0.01%
39,492
+2,256
3229
$373K ﹤0.01%
76,055
+6,033
3230
$371K ﹤0.01%
12,790
+597
3231
$371K ﹤0.01%
7,086
-1,934
3232
$371K ﹤0.01%
16,335
+2,852
3233
$370K ﹤0.01%
55,996
-19,213
3234
$370K ﹤0.01%
16,655
+1,367
3235
$370K ﹤0.01%
11,659
+837
3236
$370K ﹤0.01%
211,203
+10,991
3237
$366K ﹤0.01%
16,185
+1,336
3238
$366K ﹤0.01%
16,805
+1,428
3239
$364K ﹤0.01%
24,967
+827
3240
$362K ﹤0.01%
16,538
+548
3241
$360K ﹤0.01%
54,043
+4,341
3242
$359K ﹤0.01%
6,310
+1,295
3243
$358K ﹤0.01%
20,908
+744
3244
$357K ﹤0.01%
9,194
-3,072
3245
$355K ﹤0.01%
9,819
+1,677
3246
$355K ﹤0.01%
48,743
-75,051
3247
$355K ﹤0.01%
28,236
+8,190
3248
$354K ﹤0.01%
+17,033
3249
$354K ﹤0.01%
24,995
+14,266
3250
$353K ﹤0.01%
42,897
-23,400