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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$23.9M 0.01%
3,581,004
+210,994
1027
$23.8M 0.01%
691,017
-300,223
1028
$23.8M 0.01%
220,563
+34,180
1029
$23.8M 0.01%
2,001,181
+206,242
1030
$23.7M 0.01%
916,274
+890,656
1031
$23.4M 0.01%
900,649
+143,151
1032
$23.2M 0.01%
696,760
+127,164
1033
$23.1M 0.01%
373,156
-1,117,187
1034
$23.1M 0.01%
1,617,913
-33,775
1035
$23M 0.01%
410,979
+73,760
1036
$23M 0.01%
343,274
-236,973
1037
$22.9M 0.01%
1,531,628
+289,068
1038
$22.8M 0.01%
644,935
+293,243
1039
$22.7M 0.01%
678,858
+7,227
1040
$22.7M 0.01%
430,000
+330,000
1041
$22.7M 0.01%
411,522
+154,936
1042
$22.5M 0.01%
698,100
+40,100
1043
$22.5M 0.01%
392,709
+28,154
1044
$22.4M 0.01%
1,955,003
+445,247
1045
$22.4M 0.01%
4,295,005
-886,205
1046
$22.3M 0.01%
2,934,669
+34,065
1047
$22.3M 0.01%
676,122
+10,949
1048
$22.3M 0.01%
375,864
+336,696
1049
$22.3M 0.01%
58,474
+2,349
1050
$22.2M 0.01%
373,264
+113,679