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
$230B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,461
New
Increased
Reduced
Closed

Top Buys

1 +$311M
2 +$293M
3 +$283M
4
TSLA icon
Tesla
TSLA
+$250M
5
GM icon
General Motors
GM
+$238M

Top Sells

1 +$1.67B
2 +$809M
3 +$428M
4
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$319M
5
GE icon
GE Aerospace
GE
+$272M

Sector Composition

1 Technology 16.29%
2 Financials 11.8%
3 Healthcare 11.77%
4 Communication Services 8.81%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
$31K ﹤0.01%
1
3902
$31K ﹤0.01%
85,461
+28,152
3903
$31K ﹤0.01%
1,349
3904
$31K ﹤0.01%
1,112
3905
$30K ﹤0.01%
810
3906
$30K ﹤0.01%
+1,250
3907
$29K ﹤0.01%
1,500
3908
$29K ﹤0.01%
315
+241
3909
$28K ﹤0.01%
825
-167
3910
$28K ﹤0.01%
1,000
3911
$27K ﹤0.01%
1,500
3912
$27K ﹤0.01%
1,645
+23
3913
$27K ﹤0.01%
+94
3914
$27K ﹤0.01%
766
3915
$27K ﹤0.01%
7,011
+24
3916
$26K ﹤0.01%
593
3917
$26K ﹤0.01%
+6,300
3918
$26K ﹤0.01%
628
-2,507
3919
$26K ﹤0.01%
1,000
-19,287
3920
$26K ﹤0.01%
1,000
-7,400
3921
$25K ﹤0.01%
1,642
-92,685
3922
$25K ﹤0.01%
558
-233
3923
$24K ﹤0.01%
3,247
3924
$23K ﹤0.01%
400
-4,447
3925
$23K ﹤0.01%
1,864