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
$358B
AUM Growth
+$17.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$666M
2 +$652M
3 +$469M
4
AMZN icon
Amazon
AMZN
+$383M
5
CRM icon
Salesforce
CRM
+$373M

Top Sells

1 +$783M
2 +$398M
3 +$397M
4
NBIS
Nebius Group N.V.
NBIS
+$376M
5
ONC
BeOne Medicines Ltd
ONC
+$290M

Sector Composition

1 Technology 20.68%
2 Healthcare 12.92%
3 Financials 11.76%
4 Industrials 11.07%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$205M 0.06%
2,735,892
+863,484
477
$204M 0.06%
1,421,049
+140,288
478
$204M 0.06%
921,279
-114,907
479
$203M 0.06%
2,303,922
+69,863
480
$203M 0.06%
1,941,630
+352,100
481
$202M 0.06%
589,116
-10,983
482
$201M 0.06%
601,353
-195,439
483
$201M 0.06%
968,788
-367,668
484
$200M 0.06%
3,102,082
+926,855
485
$200M 0.06%
6,935,526
-29,739
486
$200M 0.06%
5,241,874
+5,934
487
$200M 0.06%
5,080,898
-292,378
488
$199M 0.06%
4,910,489
+1,054,487
489
$195M 0.05%
2,821,039
-352,456
490
$194M 0.05%
4,915,356
+448,106
491
$193M 0.05%
5,441,777
+4,635,067
492
$193M 0.05%
16,964,452
-8,799,234
493
$193M 0.05%
4,455,183
+3,191,877
494
$193M 0.05%
1,982,028
+190,932
495
$192M 0.05%
909,268
+95,306
496
$192M 0.05%
10,325,369
-1,705,272
497
$191M 0.05%
9,903,542
-645,329
498
$191M 0.05%
3,847,114
-3,798,583
499
$190M 0.05%
1,728,895
-164,690
500
$190M 0.05%
727,939
-902,535