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
3551
$96.6K ﹤0.01%
23,106
+1,198
3552
$96.2K ﹤0.01%
11,281
-14,111
3553
$94.8K ﹤0.01%
24,005
-189,278
3554
$94K ﹤0.01%
1,297
-1,543
3555
$92.4K ﹤0.01%
10,095
-45
3556
$91.3K ﹤0.01%
40,666
-42,532
3557
$89.8K ﹤0.01%
19,443
-43,297
3558
$86.7K ﹤0.01%
21,238
+1,793
3559
$83K ﹤0.01%
26,863
-486
3560
$82.7K ﹤0.01%
12,043
-37,220
3561
$81.6K ﹤0.01%
54,072
-33,706
3562
$80.9K ﹤0.01%
20,863
-104,927
3563
$80.6K ﹤0.01%
1,015
+30
3564
$80.6K ﹤0.01%
16,213
+1,234
3565
$79.8K ﹤0.01%
10,147
-1,071
3566
$79.4K ﹤0.01%
19,280
-45,906
3567
$79.1K ﹤0.01%
11,863
-1,004
3568
$77.6K ﹤0.01%
512
+14
3569
$76.9K ﹤0.01%
42,231
-290,625
3570
$76K ﹤0.01%
71,744
+2,791
3571
$75K ﹤0.01%
+11,774
3572
$74.1K ﹤0.01%
53,676
+23,375
3573
$73K ﹤0.01%
12,643
-832
3574
$72.2K ﹤0.01%
16,879
-128,075
3575
$71.8K ﹤0.01%
23,248
-3,133