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
$392B
AUM Growth
-$22.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,161
New
Increased
Reduced
Closed

Top Buys

1 +$914M
2 +$677M
3 +$652M
4
AAPL icon
Apple
AAPL
+$642M
5
V icon
Visa
V
+$628M

Top Sells

1 +$940M
2 +$546M
3 +$418M
4
MAA icon
Mid-America Apartment Communities
MAA
+$369M
5
NTES icon
NetEase
NTES
+$330M

Sector Composition

1 Technology 19.91%
2 Financials 13.07%
3 Healthcare 12.68%
4 Consumer Discretionary 10.55%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1076
$40.9M 0.01%
974,343
+152,442
1077
$40.9M 0.01%
5,313,671
+5,129,375
1078
$40.7M 0.01%
2,732,970
+1,017,252
1079
$40.7M 0.01%
2,409,271
+178,783
1080
$40.7M 0.01%
1,338,354
-252,023
1081
$40.6M 0.01%
822,793
-405,538
1082
$40.5M 0.01%
2,575,903
+58,808
1083
$40.5M 0.01%
159,367
+22,024
1084
$40.4M 0.01%
1,610,991
+392,803
1085
$40.2M 0.01%
182,503
+79,955
1086
$40.1M 0.01%
854,786
+512,995
1087
$40M 0.01%
873,783
-21,690
1088
$39.9M 0.01%
899,837
+26,924
1089
$39.9M 0.01%
1,247,000
+104,382
1090
$39.8M 0.01%
1,142,780
+309,100
1091
$39.8M 0.01%
397,587
-23,544
1092
$39.7M 0.01%
737,554
+443,758
1093
$39.7M 0.01%
450,188
-50,826
1094
$39.7M 0.01%
686,059
+210,636
1095
$39.6M 0.01%
1,540,373
-391,561
1096
$39.4M 0.01%
1,022,517
+102,752
1097
$39.4M 0.01%
1,015,117
+131,838
1098
$39.4M 0.01%
973,543
-98,156
1099
$39.2M 0.01%
2,603,750
+772,522
1100
$39.2M 0.01%
394,660
-140,204