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
$392B
AUM Growth
-$22.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,161
New
Increased
Reduced
Closed

Top Buys

1 +$914M
2 +$677M
3 +$652M
4
AAPL icon
Apple
AAPL
+$642M
5
V icon
Visa
V
+$628M

Top Sells

1 +$940M
2 +$546M
3 +$418M
4
MAA icon
Mid-America Apartment Communities
MAA
+$369M
5
NTES icon
NetEase
NTES
+$330M

Sector Composition

1 Technology 19.91%
2 Financials 13.07%
3 Healthcare 12.68%
4 Consumer Discretionary 10.55%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1176
$33.8M 0.01%
3,018,131
+20,294
1177
$33.8M 0.01%
638,335
-91,173
1178
$33.6M 0.01%
2,227,321
+281,654
1179
$33.4M 0.01%
217,304
+74,745
1180
$33.4M 0.01%
168,308
+10,451
1181
$33.2M 0.01%
785,738
+116,721
1182
$33.1M 0.01%
520,811
+84,774
1183
$32.7M 0.01%
592,034
+76,862
1184
$32.6M 0.01%
2,608,394
-78,872
1185
$32.5M 0.01%
5,826,389
+4,933,091
1186
$32.5M 0.01%
3,611,721
+664,364
1187
$32.4M 0.01%
292,451
+8,899
1188
$32.3M 0.01%
1,106,584
+63,298
1189
$32.3M 0.01%
2,446,061
+29,825
1190
$32.1M 0.01%
2,684,504
+570,901
1191
$32M 0.01%
1,097,126
+464,139
1192
$32M 0.01%
403,306
-263,298
1193
$32M 0.01%
580,074
+1,289
1194
$31.9M 0.01%
437,638
-85,023
1195
$31.9M 0.01%
767,035
+283,329
1196
$31.9M 0.01%
1,236,127
+110,254
1197
$31.8M 0.01%
1,413,148
+92,979
1198
$31.8M 0.01%
242,567
+52,202
1199
$31.7M 0.01%
1,297,252
+2,966
1200
$31.7M 0.01%
1,181,206
+606,005