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
$358B
AUM Growth
+$17.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$666M
2 +$652M
3 +$469M
4
AMZN icon
Amazon
AMZN
+$383M
5
CRM icon
Salesforce
CRM
+$373M

Top Sells

1 +$783M
2 +$398M
3 +$397M
4
NBIS
Nebius Group N.V.
NBIS
+$376M
5
ONC
BeOne Medicines Ltd
ONC
+$290M

Sector Composition

1 Technology 20.68%
2 Healthcare 12.92%
3 Financials 11.76%
4 Industrials 11.07%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$43.4M 0.01%
2,480,770
+67,382
1002
$43.2M 0.01%
1,476,382
+158,591
1003
$43.2M 0.01%
2,728,387
-9,606
1004
$42.8M 0.01%
189,168
+10,951
1005
$42.7M 0.01%
400,278
-97,901
1006
$42.6M 0.01%
7,372,534
+114,868
1007
$42.6M 0.01%
2,790,241
+855,246
1008
$42.6M 0.01%
888,549
-70,907
1009
$42.3M 0.01%
15,947,927
-27,500,977
1010
$42.2M 0.01%
1,178,076
-129,665
1011
$42.2M 0.01%
1,222,013
-218,999
1012
$42.1M 0.01%
359,623
+10,714
1013
$42.1M 0.01%
369,596
-445,011
1014
$42.1M 0.01%
1,597,419
+418,663
1015
$42M 0.01%
398,790
+112,865
1016
$41.9M 0.01%
1,293,018
-84,550
1017
$41.8M 0.01%
1,356,316
+731,092
1018
$41.6M 0.01%
1,054,098
-503,188
1019
$41.6M 0.01%
1,372,965
-259,101
1020
$41.4M 0.01%
2,738,577
-68,669
1021
$41.3M 0.01%
615,353
+576,329
1022
$41.3M 0.01%
2,359,606
-6,810,722
1023
$41.3M 0.01%
478,539
-7,724
1024
$41.2M 0.01%
1,670,890
-47,599
1025
$40.9M 0.01%
553,677
+44,358