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
926
$68.8M 0.01%
3,213,139
+2,304,867
927
$68.5M 0.01%
1,008,124
+80,470
928
$68.3M 0.01%
7,363,790
-429,469
929
$68.2M 0.01%
5,896,848
-157,897
930
$68.1M 0.01%
2,626,600
+367,272
931
$67.9M 0.01%
1,272,403
+1,068,849
932
$67.9M 0.01%
1,011,232
+867,201
933
$67.2M 0.01%
403,703
+42,023
934
$67M 0.01%
1,412,483
+155,614
935
$66.4M 0.01%
2,456,964
+209,774
936
$66.4M 0.01%
1,345,503
+252,690
937
$66.3M 0.01%
1,358,002
+155,893
938
$66.2M 0.01%
1,673,578
-45,550
939
$65.6M 0.01%
1,070,618
+127,148
940
$65.4M 0.01%
194,182
+77,042
941
$65.3M 0.01%
+993,722
942
$65.1M 0.01%
891,334
+78,833
943
$65M 0.01%
4,924,654
-121,614
944
$64.9M 0.01%
526,215
+55,163
945
$64.9M 0.01%
745,325
-217,576
946
$64.8M 0.01%
552,429
+4,935
947
$64.8M 0.01%
489,723
+62,265
948
$64.4M 0.01%
1,026,630
-117,197
949
$64.3M 0.01%
316,198
+123,827
950
$64.1M 0.01%
644,176
-65,828