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
$392B
AUM Growth
-$22.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,161
New
Increased
Reduced
Closed

Top Buys

1 +$914M
2 +$677M
3 +$652M
4
AAPL icon
Apple
AAPL
+$642M
5
V icon
Visa
V
+$628M

Top Sells

1 +$940M
2 +$546M
3 +$418M
4
MAA icon
Mid-America Apartment Communities
MAA
+$369M
5
NTES icon
NetEase
NTES
+$330M

Sector Composition

1 Technology 19.91%
2 Financials 13.07%
3 Healthcare 12.68%
4 Consumer Discretionary 10.55%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3276
$479K ﹤0.01%
17,620
-2,000
3277
$478K ﹤0.01%
34,227
-23,656
3278
$477K ﹤0.01%
+13,458
3279
$477K ﹤0.01%
338,289
+253,310
3280
$476K ﹤0.01%
16,618
+1,688
3281
$476K ﹤0.01%
17,625
-2,335
3282
$476K ﹤0.01%
+16,694
3283
$476K ﹤0.01%
33,616
-187,901
3284
$474K ﹤0.01%
22,459
-19,318
3285
$471K ﹤0.01%
62,057
-367
3286
$471K ﹤0.01%
40,156
-6,755
3287
$471K ﹤0.01%
+4,461
3288
$471K ﹤0.01%
27,982
+4,078
3289
$468K ﹤0.01%
22,215
-16,497
3290
$466K ﹤0.01%
27,453
-21,888
3291
$463K ﹤0.01%
+12,062
3292
$462K ﹤0.01%
43,881
-47,840
3293
$461K ﹤0.01%
+57,082
3294
$461K ﹤0.01%
6,800
-60,086
3295
$461K ﹤0.01%
3,291
+2,065
3296
$459K ﹤0.01%
175,378
+64,736
3297
$458K ﹤0.01%
16,273
-4,433
3298
$458K ﹤0.01%
68,683
-3,334
3299
$458K ﹤0.01%
96,200
+43,570
3300
$458K ﹤0.01%
+6,641