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
1026
$40.8M 0.01%
326,937
-1,839,768
1027
$40.8M 0.01%
178,058
-52,731
1028
$40.5M 0.01%
4,515,843
+596,496
1029
$40.5M 0.01%
1,073,938
-355,415
1030
$40.4M 0.01%
2,113,616
-409,185
1031
$40.4M 0.01%
231,009
-1,418
1032
$40.3M 0.01%
1,541,578
+140,783
1033
$40.3M 0.01%
701,037
-1,033,406
1034
$40.1M 0.01%
2,500,566
-1,349,200
1035
$40M 0.01%
8,501,443
+120,838
1036
$40M 0.01%
243,617
-471,698
1037
$39.9M 0.01%
4,911,834
+103,233
1038
$39.9M 0.01%
581,340
+4,929
1039
$39.7M 0.01%
1,136,360
-496,231
1040
$39.7M 0.01%
1,403,710
-279,848
1041
$39.6M 0.01%
1,241,856
+591,884
1042
$39.5M 0.01%
575,620
+29,419
1043
$39.4M 0.01%
1,215,600
-1,049,564
1044
$39.2M 0.01%
661,437
+60,998
1045
$39.1M 0.01%
229,968
+19,496
1046
$39M 0.01%
599,793
+35,975
1047
$39M 0.01%
5,518,604
+435,473
1048
$38.9M 0.01%
470,060
-48,755
1049
$38.8M 0.01%
965,301
+586,479
1050
$38.6M 0.01%
359,749
+76,603