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
1001
$54.2M 0.01%
501,326
+139,384
1002
$53.9M 0.01%
2,932,295
+27,148
1003
$53.7M 0.01%
+1,074,927
1004
$53.7M 0.01%
1,974,619
-48,302
1005
$53.6M 0.01%
683,653
-303,238
1006
$53.4M 0.01%
1,456,136
+1,134,746
1007
$53.2M 0.01%
523,944
+20,249
1008
$53.1M 0.01%
305,320
+48,041
1009
$53M 0.01%
649,304
+46,666
1010
$53M 0.01%
450,442
+99,842
1011
$52.7M 0.01%
6,386,184
+581,696
1012
$52.7M 0.01%
2,301,367
+474,313
1013
$52.5M 0.01%
3,890,977
+715,999
1014
$52.3M 0.01%
802,523
+5,474
1015
$52.1M 0.01%
475,663
+448,184
1016
$52M 0.01%
1,446,546
-110,638
1017
$52M 0.01%
2,799,281
+106,628
1018
$51.8M 0.01%
502,879
-41,189
1019
$51.7M 0.01%
998,643
-9
1020
$51.6M 0.01%
932,115
+250,018
1021
$51.5M 0.01%
949,575
+85,009
1022
$51.5M 0.01%
1,412,009
-335,992
1023
$51.3M 0.01%
6,208,086
+1,351,001
1024
$51.1M 0.01%
2,475,242
+623,800
1025
$51.1M 0.01%
1,125,329
+119,555