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
3326
$441K ﹤0.01%
21,400
+8,800
3327
$440K ﹤0.01%
25,831
+1,041
3328
$437K ﹤0.01%
33,535
-301
3329
$435K ﹤0.01%
20,435
+9,426
3330
$435K ﹤0.01%
60,655
+21,382
3331
$433K ﹤0.01%
19,760
-571,392
3332
$432K ﹤0.01%
+40,100
3333
$432K ﹤0.01%
49,769
+2,732
3334
$432K ﹤0.01%
4,130
+1,944
3335
$431K ﹤0.01%
10,215
+2,810
3336
$430K ﹤0.01%
7,394
+551
3337
$427K ﹤0.01%
25,758
+5,967
3338
$425K ﹤0.01%
19,343
-170,892
3339
$421K ﹤0.01%
6,558
-322
3340
$419K ﹤0.01%
31,795
+6,491
3341
$418K ﹤0.01%
42,332
+15,714
3342
$416K ﹤0.01%
57,483
+43,795
3343
$416K ﹤0.01%
42,332
+15,714
3344
$415K ﹤0.01%
24,076
-263
3345
$415K ﹤0.01%
15,752
+3,547
3346
$415K ﹤0.01%
226,610
+67,214
3347
$413K ﹤0.01%
16,698
-2,516
3348
$412K ﹤0.01%
71,933
+9,371
3349
$412K ﹤0.01%
93,595
-17,601
3350
$412K ﹤0.01%
47,746
-10,658