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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$18.7M 0.01%
1,493,567
+10,503
1127
$18.7M 0.01%
+623,577
1128
$18.7M 0.01%
1,418,848
+80,936
1129
$18.6M 0.01%
441,374
+25,266
1130
$18.6M 0.01%
802,184
+381,708
1131
$18.5M 0.01%
276,315
+79,963
1132
$18.5M 0.01%
177,809
+3,731
1133
$18.4M 0.01%
489,249
+145,905
1134
$18.4M 0.01%
165,109
+5,111
1135
$18.4M 0.01%
302,600
1136
$18.4M 0.01%
696,958
+210,370
1137
$18.3M 0.01%
762,948
+6,584
1138
$18.3M 0.01%
445,403
+68,319
1139
$18.3M 0.01%
288,710
+53,291
1140
$18.3M 0.01%
1,693,111
+393,729
1141
$18.2M 0.01%
359,838
+31,259
1142
$18.2M 0.01%
370,754
-88,877
1143
$18.1M 0.01%
567,017
+4,154
1144
$18.1M 0.01%
236,039
+23,430
1145
$17.9M 0.01%
906,906
+73,783
1146
$17.9M 0.01%
407,062
+13,586
1147
$17.9M 0.01%
2,647,635
+538,380
1148
$17.8M 0.01%
1,039,754
+1,792
1149
$17.8M 0.01%
680,177
-441,321
1150
$17.8M 0.01%
513,230
-44,808