Invesco

Invesco Portfolio holdings

AUM $588B
1-Year Est. Return 25.92%
 

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
+25.92%
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
76
$569M 0.25%
7,670,247
+799,832
77
$563M 0.24%
14,874,629
+1,337,038
78
$563M 0.24%
10,576,098
+364,167
79
$557M 0.24%
17,050,118
+5,298,925
80
$556M 0.24%
10,380,163
-1,804,141
81
$552M 0.24%
11,822,195
-858,583
82
$547M 0.24%
8,326,421
+56,108
83
$544M 0.24%
14,391,455
+2,237,612
84
$543M 0.24%
37,201,334
+6,108,599
85
$542M 0.24%
3,425,538
-648,681
86
$541M 0.24%
29,969,151
+145,539
87
$540M 0.23%
16,962,088
+120,727
88
$536M 0.23%
8,501,674
+716,078
89
$536M 0.23%
7,634,354
-3,443,738
90
$531M 0.23%
9,355,553
-263,542
91
$527M 0.23%
10,048,784
-233,142
92
$509M 0.22%
10,059,644
-60,363
93
$503M 0.22%
6,757,698
+1,628,362
94
$499M 0.22%
28,221,782
-6,101
95
$497M 0.22%
11,052,341
+757,285
96
$491M 0.21%
11,299,295
+242,536
97
$491M 0.21%
17,134,238
+46,774
98
$486M 0.21%
9,608,479
-147,182
99
$486M 0.21%
3,289,849
-223,314
100
$479M 0.21%
5,418,490
+799,451