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
1151
$26M 0.01%
4,940,000
-1,200,000
1152
$26M 0.01%
1,035,773
-31,630
1153
$26M 0.01%
657,053
+629,271
1154
$26M 0.01%
1,840,088
+495,707
1155
$25.9M 0.01%
739,215
+1,574
1156
$25.8M 0.01%
840,428
+168,057
1157
$25.8M 0.01%
133,167
-9,660
1158
$25.8M 0.01%
1,737,861
-42,777
1159
$25.7M 0.01%
960,807
-30,614
1160
$25.5M 0.01%
690,715
-18,717
1161
$25.5M 0.01%
1,137,595
-69,070
1162
$25.5M 0.01%
437,898
-876,630
1163
$25.4M 0.01%
595,345
-194,754
1164
$25.4M 0.01%
705,339
+20,607
1165
$25.4M 0.01%
759,787
+207,925
1166
$25.3M 0.01%
1,350,417
+81,540
1167
$25.2M 0.01%
241,008
-139,963
1168
$25.2M 0.01%
1,400,032
+214,702
1169
$25.1M 0.01%
103,447
+2,095
1170
$25.1M 0.01%
276,646
-110,710
1171
$25.1M 0.01%
313,725
-39,659
1172
$25M 0.01%
443,507
+215,068
1173
$25M 0.01%
915,773
-175,220
1174
$24.9M 0.01%
7,423,886
+726,236
1175
$24.9M 0.01%
1,021,979
+34,697