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
3301
$458K ﹤0.01%
18,373
+2,715
3302
$456K ﹤0.01%
+17,971
3303
$456K ﹤0.01%
214,051
+135,085
3304
$456K ﹤0.01%
+32,927
3305
$455K ﹤0.01%
+27,430
3306
$455K ﹤0.01%
49,298
+38,558
3307
$454K ﹤0.01%
124,483
+74,589
3308
$454K ﹤0.01%
45,554
+15,372
3309
$452K ﹤0.01%
10,185
-1,323
3310
$451K ﹤0.01%
77,096
+51,489
3311
$450K ﹤0.01%
22,966
-5,474
3312
$449K ﹤0.01%
44,190
-3,649
3313
$449K ﹤0.01%
12,905
+1,158
3314
$448K ﹤0.01%
29,938
+5,468
3315
$448K ﹤0.01%
41,478
+3,084
3316
$447K ﹤0.01%
8,000
3317
$446K ﹤0.01%
145,628
+56,788
3318
$445K ﹤0.01%
+8,684
3319
$445K ﹤0.01%
54,131
-112,091
3320
$445K ﹤0.01%
11,497
-2,002
3321
$444K ﹤0.01%
24,743
+3,449
3322
$444K ﹤0.01%
37,875
+2,145
3323
$443K ﹤0.01%
24,855
+9,739
3324
$441K ﹤0.01%
15,963
+1,391
3325
$441K ﹤0.01%
7,181
-40,680