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
351
$383M 0.07%
5,678,448
+504,143
352
$382M 0.07%
5,989,111
+924,982
353
$382M 0.07%
8,089,046
+355,078
354
$381M 0.07%
2,865,188
+83,534
355
$381M 0.07%
3,262,229
+518,851
356
$381M 0.07%
11,905,697
-2,390,602
357
$380M 0.07%
13,514,791
-1,299,915
358
$380M 0.07%
11,905,790
+1,719,058
359
$380M 0.07%
1,089,594
+50,955
360
$380M 0.07%
6,293,544
-225,675
361
$379M 0.07%
4,105,410
-563,560
362
$379M 0.07%
3,665,196
-253,316
363
$379M 0.07%
2,630,448
+682,532
364
$378M 0.07%
2,435,306
+192,904
365
$378M 0.07%
4,462,387
+33,428
366
$377M 0.07%
2,441,112
+1,959,137
367
$376M 0.07%
3,182,514
+140,368
368
$375M 0.07%
4,048,203
+302,414
369
$370M 0.07%
1,097,915
+75,752
370
$370M 0.07%
2,737,638
+387,143
371
$367M 0.07%
1,021,021
+56,076
372
$365M 0.07%
1,588,075
-174,466
373
$365M 0.07%
29,327,362
-1,216,669
374
$364M 0.07%
4,298,009
+1,045,788
375
$364M 0.07%
5,955,522
-7,925