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
1151
$38.4M 0.01%
285,770
-55,877
1152
$38.1M 0.01%
1,465,736
+7,216
1153
$38M 0.01%
600,359
-24,758
1154
$37.9M 0.01%
2,995,185
-351,596
1155
$37.8M 0.01%
156,000
+58,850
1156
$37.8M 0.01%
576,921
+17,621
1157
$37.6M 0.01%
887,842
+319,677
1158
$37.5M 0.01%
138,303
-280,948
1159
$37.4M 0.01%
3,313,725
+14,997
1160
$37.4M 0.01%
151,709
+12,503
1161
$37.3M 0.01%
228,933
+40,099
1162
$37.2M 0.01%
212,220
-150,911
1163
$37.1M 0.01%
1,032,033
-37,218
1164
$37.1M 0.01%
527,935
-6,092
1165
$36.8M 0.01%
315,141
-195,980
1166
$36.8M 0.01%
7,139,935
+2,098,215
1167
$36.7M 0.01%
1,291,547
+222,162
1168
$36.4M 0.01%
557,388
-96,314
1169
$36.4M 0.01%
6,522,246
+1,691,296
1170
$36.3M 0.01%
515,031
+119,443
1171
$36.2M 0.01%
1,371,221
+188,403
1172
$36.2M 0.01%
153,626
-63,419
1173
$36.1M 0.01%
5,870,075
+4,293,945
1174
$36M 0.01%
953,352
1175
$36M 0.01%
535,684
+458,015