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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
$199K ﹤0.01%
32,401
+1,197
3427
$199K ﹤0.01%
280,317
+9,152
3428
$196K ﹤0.01%
48,180
+1,554
3429
$196K ﹤0.01%
186,744
-1,627
3430
$195K ﹤0.01%
23,248
+760
3431
$193K ﹤0.01%
20,132
+621
3432
$193K ﹤0.01%
31,968
+1,058
3433
$191K ﹤0.01%
6,346
+127
3434
$190K ﹤0.01%
27,206
+2,075
3435
$189K ﹤0.01%
198,545
-36,877
3436
$186K ﹤0.01%
19,099
+310
3437
$185K ﹤0.01%
16,809
+3,604
3438
$184K ﹤0.01%
2,569
+50
3439
$184K ﹤0.01%
11,600
-5,508
3440
$184K ﹤0.01%
10,557
-85,260
3441
$183K ﹤0.01%
25,962
3442
$182K ﹤0.01%
15,107
+219
3443
$180K ﹤0.01%
178,408
-1,289
3444
$179K ﹤0.01%
111,991
+3,656
3445
$178K ﹤0.01%
16,252
-9,269
3446
$178K ﹤0.01%
18,163
+3,465
3447
$178K ﹤0.01%
50,392
-20,639
3448
$177K ﹤0.01%
8,868
+290
3449
$177K ﹤0.01%
9,659
+316
3450
$177K ﹤0.01%
10,993
+328