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
$296B
AUM Growth
+$16.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,729
New
Increased
Reduced
Closed

Top Buys

1 +$500M
2 +$362M
3 +$318M
4
NBIS
Nebius Group N.V.
NBIS
+$309M
5
WFC icon
Wells Fargo
WFC
+$305M

Top Sells

1 +$441M
2 +$363M
3 +$353M
4
BAC icon
Bank of America
BAC
+$339M
5
CCI icon
Crown Castle
CCI
+$261M

Sector Composition

1 Technology 18.97%
2 Consumer Discretionary 13.64%
3 Healthcare 13.26%
4 Financials 11.86%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$37.9M 0.01%
481,338
-27,762
1027
$37.8M 0.01%
472,946
-48,260
1028
$37.7M 0.01%
6,311,260
+1,874,084
1029
$37.6M 0.01%
1,273,750
+1,067,812
1030
$37.3M 0.01%
1,023,762
-72,046
1031
$37.3M 0.01%
661,956
-81,641
1032
$36.8M 0.01%
2,671,116
+209,019
1033
$36.7M 0.01%
3,134,732
+933,106
1034
$36.6M 0.01%
461,555
-218,994
1035
$36.4M 0.01%
869,236
+126,448
1036
$36.4M 0.01%
1,994,714
-162,366
1037
$36.4M 0.01%
321,580
-57,411
1038
$36.4M 0.01%
605,036
-67,008
1039
$36M 0.01%
1,838,115
-162,753
1040
$35.9M 0.01%
1,848,163
-174,614
1041
$35.5M 0.01%
+20,924
1042
$35.4M 0.01%
905,702
-75,818
1043
$35.2M 0.01%
1,991,497
-104,620
1044
$35.1M 0.01%
1,108,345
+47,172
1045
$35.1M 0.01%
394,900
-176,504
1046
$35M 0.01%
832,121
+82,121
1047
$35M 0.01%
893,750
+34,078
1048
$34.8M 0.01%
3,865,161
+437,086
1049
$34.8M 0.01%
853,648
+86,389
1050
$34.6M 0.01%
1,405,360
-188,588