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
$541B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1 +$1.23B
2 +$777M
3 +$622M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$569M
5
AMZN icon
Amazon
AMZN
+$566M

Top Sells

1 +$1.95B
2 +$738M
3 +$328M
4
VST icon
Vistra
VST
+$313M
5
WFC icon
Wells Fargo
WFC
+$265M

Sector Composition

1 Technology 25.45%
2 Financials 12.86%
3 Industrials 11.53%
4 Consumer Discretionary 10.57%
5 Healthcare 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$279K ﹤0.01%
14,108
-41,380
3327
$278K ﹤0.01%
+12,154
3328
$278K ﹤0.01%
+11,676
3329
$276K ﹤0.01%
4,312
+142
3330
$275K ﹤0.01%
5,823
-771
3331
$275K ﹤0.01%
78,524
+19,427
3332
$274K ﹤0.01%
93,875
-598
3333
$274K ﹤0.01%
103,752
-678
3334
$274K ﹤0.01%
25,755
+1,576
3335
$272K ﹤0.01%
+1,311
3336
$272K ﹤0.01%
61,354
-748
3337
$272K ﹤0.01%
11,751
-830
3338
$272K ﹤0.01%
127,486
+8,359
3339
$270K ﹤0.01%
264,641
-33,533
3340
$270K ﹤0.01%
123,214
-1,078
3341
$269K ﹤0.01%
78,724
+1,804
3342
$268K ﹤0.01%
72,323
-50
3343
$268K ﹤0.01%
46,614
+3,186
3344
$267K ﹤0.01%
+15,324
3345
$266K ﹤0.01%
16,007
+1,172
3346
$264K ﹤0.01%
25,544
+477
3347
$263K ﹤0.01%
52,360
-360
3348
$263K ﹤0.01%
47,099
-308
3349
$261K ﹤0.01%
26,554
-160
3350
$261K ﹤0.01%
20,360
+63