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
826
$95.9M 0.02%
727,794
+585,886
827
$95.7M 0.02%
11,815,849
+314,619
828
$95.5M 0.02%
1,166,054
-146,042
829
$95.4M 0.02%
1,981,771
-746,946
830
$94.6M 0.02%
4,004,357
+2,405,483
831
$93.3M 0.02%
1,283,978
+644,920
832
$93.2M 0.02%
3,673,331
+150,484
833
$93M 0.02%
1,608,025
+265,969
834
$92.9M 0.02%
1,706,432
-188,445
835
$92.6M 0.02%
1,322,443
-130,846
836
$91.7M 0.02%
2,230,506
-66,238
837
$90.7M 0.02%
1,761,235
+1,260,683
838
$90.4M 0.02%
3,190,747
-38,477
839
$90.3M 0.02%
4,014,131
+1,780,366
840
$90.1M 0.02%
1,206,811
+676,238
841
$89.8M 0.02%
723,720
842
$89.4M 0.02%
879,796
+400,954
843
$89.3M 0.02%
188,480
-4,860
844
$89.2M 0.02%
814,453
+607
845
$88.9M 0.02%
4,055,467
+771,449
846
$88.6M 0.02%
1,930,563
+536,233
847
$87.7M 0.02%
325,820
-455,469
848
$87.6M 0.02%
1,916,183
-57,263
849
$87.4M 0.02%
2,602,497
+2,518,707
850
$87.3M 0.02%
338,256
+39,095