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
3501
$291K ﹤0.01%
74,641
+1,261
3502
$289K ﹤0.01%
7,692
-821
3503
$289K ﹤0.01%
12,638
-5,211
3504
$288K ﹤0.01%
20,496
+7,431
3505
$287K ﹤0.01%
123,193
-4,810
3506
$286K ﹤0.01%
49,712
-98,703
3507
$285K ﹤0.01%
8,760
+7,866
3508
$284K ﹤0.01%
+9,823
3509
$283K ﹤0.01%
15,458
-19,120
3510
$283K ﹤0.01%
17,455
-3,007
3511
$283K ﹤0.01%
+40,363
3512
$282K ﹤0.01%
16,779
+2,266
3513
$281K ﹤0.01%
1,822
-137,722
3514
$280K ﹤0.01%
5,134
+331
3515
$280K ﹤0.01%
4,781
+518
3516
$279K ﹤0.01%
42,343
+5,212
3517
$278K ﹤0.01%
+2,304
3518
$275K ﹤0.01%
10,315
+2,711
3519
$274K ﹤0.01%
23,992
-142,675
3520
$273K ﹤0.01%
5,049
-1,310
3521
$273K ﹤0.01%
17,903
-26,143
3522
$271K ﹤0.01%
34,765
-13,207
3523
$270K ﹤0.01%
18,424
-523
3524
$270K ﹤0.01%
+51,118
3525
$269K ﹤0.01%
15,723
-17,390