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
$358B
AUM Growth
+$17.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$666M
2 +$652M
3 +$469M
4
AMZN icon
Amazon
AMZN
+$383M
5
CRM icon
Salesforce
CRM
+$373M

Top Sells

1 +$783M
2 +$398M
3 +$397M
4
NBIS
Nebius Group N.V.
NBIS
+$376M
5
ONC
BeOne Medicines Ltd
ONC
+$290M

Sector Composition

1 Technology 20.68%
2 Healthcare 12.92%
3 Financials 11.76%
4 Industrials 11.07%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$31.6M 0.01%
5,629,295
+218,422
1127
$31.6M 0.01%
170,424
+10,250
1128
$31.5M 0.01%
290,548
-145,176
1129
$31.3M 0.01%
351,300
-19,557
1130
$31.3M 0.01%
307,817
-126,613
1131
$31.3M 0.01%
576,046
+59,269
1132
$31.3M 0.01%
6,230,015
+741,411
1133
$31.3M 0.01%
3,932,397
+1,466,394
1134
$31.2M 0.01%
637,721
+7,255
1135
$31.2M 0.01%
1,554,729
+128,301
1136
$31.2M 0.01%
954,331
-721,445
1137
$31.1M 0.01%
1,124,798
+61,819
1138
$30.9M 0.01%
417,735
+65,514
1139
$30.8M 0.01%
372,748
+252,906
1140
$30.7M 0.01%
1,851,518
+22,011
1141
$30.4M 0.01%
675,585
+250,109
1142
$30M 0.01%
308,459
+1,746
1143
$29.7M 0.01%
508,995
+775
1144
$29.7M 0.01%
302,577
-11,274
1145
$29.6M 0.01%
739,616
+78,382
1146
$29.5M 0.01%
484,449
+37,135
1147
$29.4M 0.01%
304,248
-17,124
1148
$29.4M 0.01%
269,185
-124,696
1149
$29.3M 0.01%
1,560,982
-641,964
1150
$29.1M 0.01%
251,308
-12,542