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
$230B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,461
New
Increased
Reduced
Closed

Top Buys

1 +$311M
2 +$293M
3 +$283M
4
TSLA icon
Tesla
TSLA
+$250M
5
GM icon
General Motors
GM
+$238M

Top Sells

1 +$1.67B
2 +$809M
3 +$428M
4
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$319M
5
GE icon
GE Aerospace
GE
+$272M

Sector Composition

1 Technology 16.29%
2 Financials 11.8%
3 Healthcare 11.77%
4 Communication Services 8.81%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$164M 0.07%
6,220,605
+2,167,156
327
$162M 0.07%
2,205,957
+55,991
328
$162M 0.07%
5,193,662
+86,235
329
$161M 0.07%
10,989,094
-5,256,440
330
$161M 0.07%
1,394,252
+39,462
331
$161M 0.07%
1,252,490
+51,443
332
$159M 0.07%
1,464,632
+14,751
333
$159M 0.07%
9,675,864
+811,616
334
$159M 0.07%
3,021,640
+177,251
335
$157M 0.07%
2,113,819
-1,653,706
336
$157M 0.07%
4,954,812
-1,269,738
337
$156M 0.07%
3,020,719
+74,472
338
$156M 0.07%
4,702,751
+1,971,549
339
$155M 0.07%
6,094,897
-484,408
340
$153M 0.07%
3,924,446
+1,835,833
341
$153M 0.07%
2,450,386
+799,430
342
$153M 0.07%
2,576,844
-16,001
343
$153M 0.07%
158,498
+11,335
344
$153M 0.07%
5,530,378
+944,710
345
$152M 0.07%
5,549,449
+573,488
346
$152M 0.07%
2,434,061
-151,575
347
$151M 0.07%
7,157,553
+4,385,251
348
$150M 0.07%
4,213,574
-1,712,655
349
$150M 0.07%
21,921,280
+597,515
350
$149M 0.06%
5,283,500
-835,068