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
$392B
AUM Growth
-$22.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,161
New
Increased
Reduced
Closed

Top Buys

1 +$914M
2 +$677M
3 +$652M
4
AAPL icon
Apple
AAPL
+$642M
5
V icon
Visa
V
+$628M

Top Sells

1 +$940M
2 +$546M
3 +$418M
4
MAA icon
Mid-America Apartment Communities
MAA
+$369M
5
NTES icon
NetEase
NTES
+$330M

Sector Composition

1 Technology 19.91%
2 Financials 13.07%
3 Healthcare 12.68%
4 Consumer Discretionary 10.55%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3651
$158K ﹤0.01%
11,058
-146
3652
$158K ﹤0.01%
12,057
-639
3653
$156K ﹤0.01%
30,051
-93
3654
$156K ﹤0.01%
11,252
+240
3655
$156K ﹤0.01%
+15,309
3656
$155K ﹤0.01%
+21,333
3657
$154K ﹤0.01%
11,892
+216
3658
$153K ﹤0.01%
10,798
+435
3659
$153K ﹤0.01%
28,557
-412
3660
$152K ﹤0.01%
111,304
+1,898
3661
$150K ﹤0.01%
10,585
+156
3662
$149K ﹤0.01%
8,924
-876
3663
$148K ﹤0.01%
11,234
-379
3664
$147K ﹤0.01%
15,151
+386
3665
$147K ﹤0.01%
31,895
-319,408
3666
$146K ﹤0.01%
53,594
+42,433
3667
$144K ﹤0.01%
80,274
-978
3668
$144K ﹤0.01%
+17,125
3669
$144K ﹤0.01%
20,307
-529
3670
$143K ﹤0.01%
16,556
+5,809
3671
$143K ﹤0.01%
12,770
+73
3672
$142K ﹤0.01%
853
-49
3673
$141K ﹤0.01%
1,918
+23
3674
$139K ﹤0.01%
108,825
+40,420
3675
$139K ﹤0.01%
5,242
+1,945