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
$541B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1 +$1.23B
2 +$777M
3 +$622M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$569M
5
AMZN icon
Amazon
AMZN
+$566M

Top Sells

1 +$1.95B
2 +$738M
3 +$328M
4
VST icon
Vistra
VST
+$313M
5
WFC icon
Wells Fargo
WFC
+$265M

Sector Composition

1 Technology 25.45%
2 Financials 12.86%
3 Industrials 11.53%
4 Consumer Discretionary 10.57%
5 Healthcare 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$41.2M 0.01%
1,087,236
-12,412
1127
$40.9M 0.01%
5,307,050
-529,788
1128
$40.9M 0.01%
114,461
-50,740
1129
$40.9M 0.01%
1,849,135
-566,556
1130
$40.9M 0.01%
750,151
+72,833
1131
$40.7M 0.01%
362,056
+13,343
1132
$40.6M 0.01%
359,271
-5,170
1133
$40.4M 0.01%
200,799
+43,449
1134
$40.3M 0.01%
515,138
-70,854
1135
$40.3M 0.01%
499,949
+231,470
1136
$40.3M 0.01%
1,565,551
+117,469
1137
$40.1M 0.01%
301,829
+93,633
1138
$39.9M 0.01%
2,837,917
+1,295,548
1139
$39.8M 0.01%
129,074
+8,828
1140
$39.8M 0.01%
876,417
-44,358
1141
$39.7M 0.01%
515,641
-89,441
1142
$39.4M 0.01%
1,469,697
-13,959
1143
$39M 0.01%
1,201,652
-207,517
1144
$39M 0.01%
15,987,385
+3,939,040
1145
$38.9M 0.01%
1,079,519
-1,843
1146
$38.8M 0.01%
285,428
-12,874
1147
$38.7M 0.01%
1,068,073
+118,204
1148
$38.7M 0.01%
468,002
+191,720
1149
$38.7M 0.01%
290,906
-250,986
1150
$38.6M 0.01%
727,155
+10,954