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
1026
$51.1M 0.01%
1,260,690
+21,738
1027
$50.9M 0.01%
580,584
+105,420
1028
$50.9M 0.01%
1,775,760
+289,335
1029
$50.8M 0.01%
587,809
+158,790
1030
$50.7M 0.01%
686,923
+60,737
1031
$50.7M 0.01%
954,195
-6,372
1032
$50.6M 0.01%
1,744,054
-51,115
1033
$50.5M 0.01%
1,591,977
-180,162
1034
$50.4M 0.01%
455,116
-23,103
1035
$50.2M 0.01%
541,978
+15,368
1036
$49.9M 0.01%
1,172,756
+20,676
1037
$49.8M 0.01%
2,643,943
-658,050
1038
$49.8M 0.01%
452,159
-36,833
1039
$49.7M 0.01%
3,284,654
-59,228
1040
$49.5M 0.01%
267,786
+9,625
1041
$49.5M 0.01%
879,658
-4,652
1042
$49.2M 0.01%
795,686
+54,963
1043
$49.1M 0.01%
1,611,140
-1,774
1044
$48.8M 0.01%
1,730,071
-378,373
1045
$48.6M 0.01%
831,156
+44,515
1046
$48.6M 0.01%
1,272,162
+16,562
1047
$48.4M 0.01%
2,626,918
-9,627
1048
$48.4M 0.01%
904,579
+81,852
1049
$48.2M 0.01%
725,743
+871
1050
$47.9M 0.01%
706,862
-11,742