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
3451
$177K ﹤0.01%
31,024
-588
3452
$177K ﹤0.01%
13,217
+451
3453
$176K ﹤0.01%
17,498
+568
3454
$175K ﹤0.01%
179,857
-30,377
3455
$173K ﹤0.01%
23,430
-3,080
3456
$170K ﹤0.01%
10,095
+330
3457
$170K ﹤0.01%
25,712
-2,690
3458
$168K ﹤0.01%
54,079
+15,068
3459
$168K ﹤0.01%
15,968
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3460
$168K ﹤0.01%
51,916
-132,458
3461
$165K ﹤0.01%
44,244
+1,448
3462
$164K ﹤0.01%
24,284
+659
3463
$164K ﹤0.01%
24,788
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3464
$164K ﹤0.01%
17,706
-2,271
3465
$164K ﹤0.01%
21,264
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3466
$163K ﹤0.01%
+10,215
3467
0
3468
$163K ﹤0.01%
29,724
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3469
$161K ﹤0.01%
15,667
+512
3470
$159K ﹤0.01%
11,646
+367
3471
$158K ﹤0.01%
24,480
+580
3472
$154K ﹤0.01%
15,731
-143
3473
$154K ﹤0.01%
29,118
+952
3474
$153K ﹤0.01%
14,058
+3,026
3475
$153K ﹤0.01%
55,271
+1,422