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
3251
$351K ﹤0.01%
21,292
+696
3252
$349K ﹤0.01%
15,079
+506
3253
$349K ﹤0.01%
13,499
+994
3254
$348K ﹤0.01%
44,158
-5,669
3255
$348K ﹤0.01%
32,169
-5,551
3256
$348K ﹤0.01%
49,783
+3,821
3257
$347K ﹤0.01%
125,630
+37,263
3258
$346K ﹤0.01%
47,831
+298
3259
$345K ﹤0.01%
+17,058
3260
$344K ﹤0.01%
33,173
+1,750
3261
$344K ﹤0.01%
+13,688
3262
$343K ﹤0.01%
34,844
-24,675
3263
$339K ﹤0.01%
3,333
-10,000
3264
$339K ﹤0.01%
16,903
+3,514
3265
$339K ﹤0.01%
86,624
+6,667
3266
$339K ﹤0.01%
6,995
+503
3267
$339K ﹤0.01%
+29,585
3268
$334K ﹤0.01%
45,680
+16,710
3269
$334K ﹤0.01%
22
3270
$334K ﹤0.01%
11,995
+1,010
3271
$333K ﹤0.01%
30,680
+5,816
3272
$333K ﹤0.01%
137,280
-5,823
3273
$332K ﹤0.01%
22,026
+1,828
3274
$331K ﹤0.01%
15,845
+938
3275
$329K ﹤0.01%
42,810
+3,508