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
3276
$395K ﹤0.01%
102,203
+61,305
3277
$394K ﹤0.01%
3,775
+530
3278
$394K ﹤0.01%
16,093
-25,018
3279
$393K ﹤0.01%
47,163
+30,471
3280
$392K ﹤0.01%
22,965
-11,714
3281
$392K ﹤0.01%
589
+382
3282
$390K ﹤0.01%
94,977
+55,531
3283
$389K ﹤0.01%
+78,044
3284
$387K ﹤0.01%
+31,936
3285
$387K ﹤0.01%
9,433
-866
3286
$385K ﹤0.01%
79,300
-21,571
3287
$384K ﹤0.01%
+23,263
3288
$383K ﹤0.01%
63,180
+47,278
3289
$381K ﹤0.01%
24,581
-20,894
3290
$381K ﹤0.01%
10,905
+3,515
3291
$380K ﹤0.01%
98,394
+11,063
3292
$379K ﹤0.01%
37,408
-121,258
3293
$377K ﹤0.01%
61,629
-22,543
3294
$376K ﹤0.01%
69,284
+4,088
3295
$375K ﹤0.01%
22,237
-23,602
3296
$374K ﹤0.01%
15,381
+6,682
3297
$372K ﹤0.01%
17,893
+1,130
3298
$371K ﹤0.01%
10,725
+1,940
3299
$370K ﹤0.01%
+21,293
3300
$369K ﹤0.01%
12,019
-8,717