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
1126
$28.3M 0.01%
706,946
-80,805
1127
$28.3M 0.01%
671,150
-504,870
1128
$28.1M 0.01%
846,229
-263,333
1129
$28.1M 0.01%
609,179
+66,528
1130
$28.1M 0.01%
1,611,480
-116,536
1131
$28M 0.01%
+111,435
1132
$27.9M 0.01%
1,894,000
+56,600
1133
$27.8M 0.01%
18,840
-1,390
1134
$27.8M 0.01%
588,353
-50,159
1135
$27.7M 0.01%
170,581
+41,133
1136
$27.6M 0.01%
378,804
-96,050
1137
$27.6M 0.01%
522,460
+1,551
1138
$27.5M 0.01%
392,534
-54,936
1139
$27.3M 0.01%
453,918
-834,141
1140
$27.2M 0.01%
530,100
-76,200
1141
$27.2M 0.01%
2,422,265
+5,591
1142
$27.2M 0.01%
461,223
+20,624
1143
$27M 0.01%
865,168
-89,785
1144
$26.9M 0.01%
204,314
-5,421
1145
$26.7M 0.01%
208,315
+1,748
1146
$26.6M 0.01%
2,520,466
-349,116
1147
$26.4M 0.01%
598,212
-111,894
1148
$26.4M 0.01%
+1,443,221
1149
$26.2M 0.01%
1,169,383
-327,427
1150
$26.2M 0.01%
2,756,263
-41,853