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
976
$58.6M 0.01%
692,464
+67,285
977
$58.6M 0.01%
380,651
-79,220
978
$58.4M 0.01%
1,410,922
+147,012
979
$57.3M 0.01%
1,390,178
-37,253
980
$57.3M 0.01%
4,492,952
-2,987,650
981
$57.2M 0.01%
281,440
-65,184
982
$56.8M 0.01%
1,250,326
-54,641
983
$56.7M 0.01%
1,143,708
-130,468
984
$56.7M 0.01%
404,101
-75,688
985
$56.5M 0.01%
1,359,640
+61,525
986
$56.4M 0.01%
464,679
+13,742
987
$56.1M 0.01%
1,038,779
+192,646
988
$56.1M 0.01%
1,212,681
-427,361
989
$56M 0.01%
2,246,800
+241,881
990
$55.8M 0.01%
2,405,560
+423,912
991
$55.7M 0.01%
457,657
-220,969
992
$55.6M 0.01%
6,008,879
+1,035,096
993
$55.6M 0.01%
674,597
-15,915
994
$55.4M 0.01%
665,272
-5,580
995
$55.2M 0.01%
1,731,557
+524,369
996
$54.6M 0.01%
995,262
+201,185
997
$54.4M 0.01%
543,009
+21,637
998
$54.3M 0.01%
2,028,508
+26,408
999
$54.3M 0.01%
556,990
-15,767
1000
$54.2M 0.01%
716,384
-23,375