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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$15.8M 0.01%
349,700
+1,381
1202
$15.8M 0.01%
697,034
+533,012
1203
$15.7M 0.01%
443,243
-93,263
1204
$15.7M 0.01%
531,428
+169,314
1205
$15.6M 0.01%
381,346
-12,556
1206
$15.6M 0.01%
2,920,500
+70,895
1207
$15.5M 0.01%
194,234
-52,618
1208
$15.4M 0.01%
1,067,666
+217,331
1209
$15.4M 0.01%
202,422
+13,067
1210
$15.4M 0.01%
466,894
+51,565
1211
$15.4M 0.01%
2,068,170
+313,019
1212
$15.4M 0.01%
1,102,366
+149,592
1213
$15.3M 0.01%
1,619,233
-4,803,076
1214
$15.3M 0.01%
785,986
-16,494
1215
$15.3M 0.01%
853,531
+20,637
1216
$15.3M 0.01%
389,462
+23,444
1217
$15.3M 0.01%
1,039,788
+36,879
1218
$15.2M 0.01%
439,333
-47,731
1219
$15.2M 0.01%
705,685
+243,379
1220
$15.2M 0.01%
370,693
+266,130
1221
$15.1M 0.01%
964,560
+326,013
1222
$15.1M 0.01%
5,319
+315
1223
$15M 0.01%
216,936
-801,003
1224
$14.9M 0.01%
1,169,884
+22,769
1225
$14.9M 0.01%
1,296,706
-6,162