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
$268B
AUM Growth
-$9.78B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
New
Increased
Reduced
Closed

Top Buys

1 +$346M
2 +$239M
3 +$210M
4
WFC icon
Wells Fargo
WFC
+$208M
5
GEN icon
Gen Digital
GEN
+$203M

Top Sells

1 +$387M
2 +$308M
3 +$259M
4
BAC icon
Bank of America
BAC
+$216M
5
CCI icon
Crown Castle
CCI
+$208M

Sector Composition

1 Technology 18.51%
2 Financials 14.79%
3 Healthcare 11.25%
4 Consumer Discretionary 10.85%
5 Communication Services 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3526
$121K ﹤0.01%
24,363
+2,811
3527
$120K ﹤0.01%
7,989
-2,310
3528
$120K ﹤0.01%
58,535
-4,118,416
3529
$119K ﹤0.01%
13,866
+1,685
3530
$118K ﹤0.01%
15,672
+1,236
3531
$118K ﹤0.01%
18,635
-9,470
3532
$110K ﹤0.01%
31,346
-988
3533
$109K ﹤0.01%
+11,009
3534
$108K ﹤0.01%
30,634
3535
$103K ﹤0.01%
33,117
3536
$89K ﹤0.01%
23,000
+12,810
3537
$87K ﹤0.01%
1,541
+168
3538
$85K ﹤0.01%
+28,653
3539
$79K ﹤0.01%
16,034
-166,397
3540
$73K ﹤0.01%
13,137
+1,501
3541
$58K ﹤0.01%
15,903
+1,862
3542
$58K ﹤0.01%
420
-4,133
3543
$57K ﹤0.01%
27,240
-392,096
3544
$55K ﹤0.01%
16,742
-360
3545
$53K ﹤0.01%
779
-370
3546
$51K ﹤0.01%
+12,733
3547
$51K ﹤0.01%
+13,645
3548
$50K ﹤0.01%
10,675
-56,695
3549
$50K ﹤0.01%
+10,006
3550
$50K ﹤0.01%
10,749
-274,426