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
$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
76
$1.12B 0.21%
3,379,435
-38,559
77
$1.12B 0.21%
8,893,909
-1,462,965
78
$1.12B 0.21%
14,748,240
+3,509,311
79
$1.1B 0.2%
56,113,966
-2,179,069
80
$1.1B 0.2%
14,842,544
+430,250
81
$1.09B 0.2%
33,025,135
-1,733,897
82
$1.09B 0.2%
5,941,586
+455,225
83
$1.09B 0.2%
2,991,403
+9,212
84
$1.09B 0.2%
47,651,898
+7,347,354
85
$1.07B 0.2%
15,463,978
+2,250,006
86
$1.06B 0.2%
24,195,533
-873,828
87
$1.06B 0.2%
8,753,021
+363,879
88
$1.05B 0.19%
6,303,466
-82,260
89
$1.05B 0.19%
11,457,981
+944,897
90
$1.04B 0.19%
11,277,915
+1,292,399
91
$1.04B 0.19%
5,594,807
-206,819
92
$1.04B 0.19%
5,991,445
+1,231,120
93
$1.04B 0.19%
2,131,928
+318,007
94
$1.03B 0.19%
5,987,702
+371,677
95
$1.02B 0.19%
5,291,060
-468,655
96
$1.02B 0.19%
9,018,429
+1,948,329
97
$1.01B 0.19%
3,887,248
+270,135
98
$1B 0.19%
20,963,793
-72,382
99
$991M 0.18%
27,773,793
-1,879,203
100
$978M 0.18%
3,018,990
+1,222,074