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
1176
$35.9M 0.01%
4,400,170
+50,151
1177
$35.8M 0.01%
857,078
+698,146
1178
$35.7M 0.01%
470,526
+72,775
1179
$35.6M 0.01%
899,715
-45,490
1180
$35.6M 0.01%
706,133
-151,225
1181
$35.5M 0.01%
169,065
+2,377
1182
$35.5M 0.01%
390,932
+63,884
1183
$35.5M 0.01%
1,101,814
-493,794
1184
$35.5M 0.01%
6,415,911
+1,098,577
1185
$35.5M 0.01%
206,723
-3,134
1186
$35.5M 0.01%
1,040,707
+59,815
1187
$35.2M 0.01%
557,865
-302,259
1188
$35.2M 0.01%
1,917,332
+670,011
1189
$35.1M 0.01%
872,846
-3,376
1190
$35M 0.01%
309,980
+74,038
1191
$34.9M 0.01%
498,816
-1,592,311
1192
$34.8M 0.01%
1,909,533
-322,775
1193
$34.7M 0.01%
405,757
+172,186
1194
$34.7M 0.01%
219,561
+142,520
1195
$34.5M 0.01%
1,275,644
+268,971
1196
$34.4M 0.01%
2,031,421
-430,645
1197
$34.3M 0.01%
934,044
+121,774
1198
$34.3M 0.01%
1,846,692
+182,754
1199
$34.2M 0.01%
1,501,952
-136,232
1200
$34.1M 0.01%
774,577
-197,809