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
3251
$413K ﹤0.01%
69,338
+16,193
3252
$412K ﹤0.01%
38,584
-2,991
3253
$412K ﹤0.01%
332,284
+272,458
3254
$409K ﹤0.01%
143,505
+81,033
3255
$409K ﹤0.01%
55,974
-18,708
3256
$406K ﹤0.01%
76,080
-15,880
3257
$406K ﹤0.01%
136,722
+53
3258
$406K ﹤0.01%
65,461
+41,511
3259
$406K ﹤0.01%
33,867
-1,916
3260
$405K ﹤0.01%
20,414
+10,264
3261
$403K ﹤0.01%
42,295
+14,933
3262
$402K ﹤0.01%
6,873
-478
3263
$401K ﹤0.01%
25,695
-1,718
3264
$401K ﹤0.01%
+10,440
3265
$400K ﹤0.01%
+11,565
3266
$399K ﹤0.01%
33,997
-10,438
3267
$399K ﹤0.01%
47,991
-65,859
3268
$399K ﹤0.01%
89,215
-14,257
3269
$398K ﹤0.01%
39,335
-7,626
3270
$398K ﹤0.01%
62,455
+17,449
3271
$398K ﹤0.01%
13,899
-6,038
3272
$398K ﹤0.01%
+78,624
3273
$397K ﹤0.01%
23,850
+1,040
3274
$395K ﹤0.01%
20,300
+3,436
3275
$395K ﹤0.01%
115,415
-17,207