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
$358B
AUM Growth
+$17.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$666M
2 +$652M
3 +$469M
4
AMZN icon
Amazon
AMZN
+$383M
5
CRM icon
Salesforce
CRM
+$373M

Top Sells

1 +$783M
2 +$398M
3 +$397M
4
NBIS
Nebius Group N.V.
NBIS
+$376M
5
ONC
BeOne Medicines Ltd
ONC
+$290M

Sector Composition

1 Technology 20.68%
2 Healthcare 12.92%
3 Financials 11.76%
4 Industrials 11.07%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$160K ﹤0.01%
32,252
-2,024
3502
$159K ﹤0.01%
16,108
+827
3503
$157K ﹤0.01%
13,122
-25,233
3504
$156K ﹤0.01%
16,550
-353
3505
$156K ﹤0.01%
19,053
-2,227
3506
$155K ﹤0.01%
28,890
-8,844
3507
$153K ﹤0.01%
16,547
-33,675
3508
$151K ﹤0.01%
24,108
-8,714
3509
$150K ﹤0.01%
+10,703
3510
$149K ﹤0.01%
17,103
-22,873
3511
$149K ﹤0.01%
5,607
-385
3512
$148K ﹤0.01%
35,244
+392
3513
$148K ﹤0.01%
+20,574
3514
$147K ﹤0.01%
11,062
+34
3515
$146K ﹤0.01%
+78,671
3516
$144K ﹤0.01%
+10,490
3517
$144K ﹤0.01%
+14,318
3518
$143K ﹤0.01%
11,163
-4,946
3519
$142K ﹤0.01%
46,955
+1,596
3520
$141K ﹤0.01%
13,109
-200,449
3521
$139K ﹤0.01%
131,072
+88,555
3522
$138K ﹤0.01%
18,495
-28,838
3523
$138K ﹤0.01%
9,695
+473
3524
$137K ﹤0.01%
40,259
-47,524
3525
$137K ﹤0.01%
33,116
+2,181