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
1076
$32.4M 0.01%
307,184
+15,454
1077
$32.4M 0.01%
257,825
-73,730
1078
$32.2M 0.01%
962,468
+227,278
1079
$32.2M 0.01%
467,395
-221,794
1080
$32.2M 0.01%
1,598,173
+157,984
1081
$32M 0.01%
657,225
+369,124
1082
$31.9M 0.01%
288,000
1083
$31.8M 0.01%
504,733
+139,551
1084
$31.7M 0.01%
2,652,107
+237,750
1085
$31.6M 0.01%
2,309,171
+1,005,403
1086
$31.5M 0.01%
884,994
-122,351
1087
$31.5M 0.01%
364,791
-11,737
1088
$31.3M 0.01%
174,833
-46,862
1089
$31.2M 0.01%
456,119
-93,397
1090
$31.2M 0.01%
762,480
+192,190
1091
$31M 0.01%
141,435
-480,965
1092
$31M 0.01%
1,148,350
+234,798
1093
$30.9M 0.01%
903,141
-38,803
1094
$30.8M 0.01%
1,228,512
+188,370
1095
$30.7M 0.01%
557,340
+16,737
1096
$30.7M 0.01%
563,685
+26,845
1097
$30.6M 0.01%
1,992,695
-116,710
1098
$30.5M 0.01%
408,768
+55,483
1099
$30.5M 0.01%
378,507
+77,662
1100
$30.5M 0.01%
427,488
-71,151