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
1176
$27.7M 0.01%
315,445
-165,490
1177
$27.7M 0.01%
6,221,387
+538,558
1178
$27.5M 0.01%
539,677
+44,175
1179
$27.4M 0.01%
341,403
+74,115
1180
$27.4M 0.01%
1,140,103
+72,050
1181
$27.3M 0.01%
325,435
-125,365
1182
$27.2M 0.01%
453,172
+21,690
1183
$27.2M 0.01%
557,692
-50,244
1184
$27.2M 0.01%
293,775
+7,203
1185
$27.1M 0.01%
1,695,731
+1,290,516
1186
$27M 0.01%
2,647,576
+91,006
1187
$27M 0.01%
1,615,259
+1,583,695
1188
$26.9M 0.01%
1,250,685
-3,715
1189
$26.9M 0.01%
2,006,684
+661,347
1190
$26.9M 0.01%
604,680
+206,838
1191
$26.7M 0.01%
513,828
-517,326
1192
$26.6M 0.01%
5,597,049
+271,776
1193
$26.5M 0.01%
350,449
+284,421
1194
$26.5M 0.01%
1,363,334
-905,622
1195
$26.4M 0.01%
429,112
-249,149
1196
$26.3M 0.01%
2,498,839
+10,341
1197
$26.3M 0.01%
1,827,283
+565,737
1198
$26.2M 0.01%
414,802
+41,279
1199
$26.2M 0.01%
954,531
-733,902
1200
$26.1M 0.01%
460,765
+18,720