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
3351
$411K ﹤0.01%
33,745
-261
3352
$411K ﹤0.01%
56,868
+33,653
3353
$410K ﹤0.01%
+17,464
3354
$410K ﹤0.01%
14,483
+6,899
3355
$409K ﹤0.01%
2,010
-185
3356
$407K ﹤0.01%
24,431
-2,088
3357
$405K ﹤0.01%
32,751
+21,340
3358
$404K ﹤0.01%
19,330
-16,617
3359
$404K ﹤0.01%
63,384
-16,814
3360
$404K ﹤0.01%
10,966
-10,799
3361
$403K ﹤0.01%
8,500
+2,200
3362
$402K ﹤0.01%
19,348
+7,174
3363
$402K ﹤0.01%
84,287
+265
3364
$402K ﹤0.01%
10,631
-51,219
3365
$401K ﹤0.01%
20,063
-15,110
3366
$400K ﹤0.01%
59,657
+29,695
3367
$397K ﹤0.01%
3,551
+1,684
3368
$395K ﹤0.01%
13,227
+399
3369
$395K ﹤0.01%
14,705
-323
3370
$394K ﹤0.01%
13,822
-367
3371
$394K ﹤0.01%
103,051
-223,967
3372
$394K ﹤0.01%
+76,593
3373
$392K ﹤0.01%
71,407
-1,866
3374
$392K ﹤0.01%
13,981
-7,944
3375
$391K ﹤0.01%
57,808
+3,121