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
$541B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1 +$1.23B
2 +$777M
3 +$622M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$569M
5
AMZN icon
Amazon
AMZN
+$566M

Top Sells

1 +$1.95B
2 +$738M
3 +$328M
4
VST icon
Vistra
VST
+$313M
5
WFC icon
Wells Fargo
WFC
+$265M

Sector Composition

1 Technology 25.45%
2 Financials 12.86%
3 Industrials 11.53%
4 Consumer Discretionary 10.57%
5 Healthcare 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$39.6K ﹤0.01%
12,349
+1,572
3602
$39.6K ﹤0.01%
25,366
+4,191
3603
$39.5K ﹤0.01%
12,445
+310
3604
$39.4K ﹤0.01%
17,920
+1,409
3605
$39.4K ﹤0.01%
11,540
+14
3606
$39K ﹤0.01%
18,212
+732
3607
$38.7K ﹤0.01%
2,329
-432
3608
$38.7K ﹤0.01%
23,879
+627
3609
$36.8K ﹤0.01%
+36,811
3610
$36.7K ﹤0.01%
17,404
+1,281
3611
$36.4K ﹤0.01%
15,408
-290,882
3612
$34.6K ﹤0.01%
758
+52
3613
$34.1K ﹤0.01%
19,842
+1,653
3614
$34.1K ﹤0.01%
63,335
+28,526
3615
$33K ﹤0.01%
11,253
+303
3616
$31.6K ﹤0.01%
+4,513
3617
$31.5K ﹤0.01%
+11,887
3618
$31.2K ﹤0.01%
18,485
+2,133
3619
$31K ﹤0.01%
61,785
+1,272
3620
$30.6K ﹤0.01%
13,494
-371
3621
$30.4K ﹤0.01%
+10,122
3622
$30.2K ﹤0.01%
2,354
+43
3623
$30K ﹤0.01%
17,881
-2,739
3624
$29.9K ﹤0.01%
+11,997
3625
$27.8K ﹤0.01%
+11,215