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
$635B
AUM Growth
+$46.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,878
New
Increased
Reduced
Closed

Top Buys

1 +$953M
2 +$852M
3 +$663M
4
ABT icon
Abbott
ABT
+$631M
5
V icon
Visa
V
+$443M

Top Sells

1 +$1.49B
2 +$703M
3 +$614M
4
NOW icon
ServiceNow
NOW
+$425M
5
ISRG icon
Intuitive Surgical
ISRG
+$404M

Sector Composition

1 Technology 27.92%
2 Financials 12.41%
3 Industrials 11.53%
4 Consumer Discretionary 9.95%
5 Healthcare 8.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DSGN icon
3601
Design Therapeutics
DSGN
$539M
$110K ﹤0.01%
14,589
+225
TARA icon
3602
Protara Therapeutics
TARA
$293M
$109K ﹤0.01%
25,169
+1,234
LILA icon
3603
Liberty Latin America Class A
LILA
$1.7B
$107K ﹤0.01%
12,940
+671
SDA icon
3604
SunCar Technology Group
SDA
$190M
$107K ﹤0.01%
43,265
-704
VIOT
3605
Viomi Technology
VIOT
$153M
$107K ﹤0.01%
+31,927
PAYS icon
3606
Paysign
PAYS
$302M
$106K ﹤0.01%
16,875
-67
HSHP
3607
Himalaya Shipping
HSHP
$424M
$106K ﹤0.01%
12,848
+1,253
PSNY icon
3608
Gores Guggenheim
PSNY
$30.3B
$105K ﹤0.01%
111,898
-19,040
SKLZ icon
3609
Skillz
SKLZ
$87.4M
$103K ﹤0.01%
12,896
-13,239
ASUR icon
3610
Asure Software
ASUR
$248M
$103K ﹤0.01%
12,531
+1,044
LFCR icon
3611
Lifecore Biomedical
LFCR
$293M
$100K ﹤0.01%
13,603
-365,810
PLX icon
3612
Protalix BioTherapeutics
PLX
$145M
$99.9K ﹤0.01%
45,003
-138
SRG
3613
Seritage Growth Properties
SRG
$201M
$99.6K ﹤0.01%
23,438
+3,891
RDNW
3614
RideNow Group
RDNW
$219M
$99K ﹤0.01%
22,500
-23,087
DMAC icon
3615
DiaMedica Therapeutics
DMAC
$486M
$98.5K ﹤0.01%
14,335
+450
CAPR icon
3616
Capricor Therapeutics
CAPR
$1.42B
$98.5K ﹤0.01%
13,655
-869
TTSH icon
3617
Tile Shop Holdings
TTSH
$293M
$97.3K ﹤0.01%
16,089
+561
LNKB icon
3618
LINKBANCORP
LNKB
$312M
$97.1K ﹤0.01%
13,616
+631
SRI icon
3619
Stoneridge
SRI
$166M
$96.5K ﹤0.01%
12,664
-13,005
ZYBT
3620
Zhengye Biotechnology
ZYBT
$100M
$95.5K ﹤0.01%
36,451
-388
PETS icon
3621
PetMed Express
PETS
$63M
$90.6K ﹤0.01%
36,078
-37,005
SHIP icon
3622
Seanergy Maritime Holdings
SHIP
$207M
$90.1K ﹤0.01%
10,908
-10,864
RSVR icon
3623
Reservoir Media
RSVR
$500M
$89.6K ﹤0.01%
11,013
-40,484
STIM icon
3624
Neuronetics
STIM
$103M
$89.4K ﹤0.01%
32,746
+4,134
CDZI icon
3625
Cadiz
CDZI
$472M
$88.9K ﹤0.01%
18,838
+35