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
1201
$26.1M 0.01%
267,745
+40,468
1202
$26.1M 0.01%
845,325
-99,309
1203
$25.9M 0.01%
176,691
-25,951
1204
$25.9M 0.01%
2,234,897
-413,232
1205
$25.9M 0.01%
551,802
+10,101
1206
$25.8M 0.01%
773,629
+731,329
1207
$25.8M 0.01%
70,591
-70,445
1208
$25.8M 0.01%
648,794
-259,458
1209
$25.7M 0.01%
938,657
-203,740
1210
$25.7M 0.01%
713,167
-2,169,823
1211
$25.6M 0.01%
2,027,539
+103,971
1212
$25.5M 0.01%
202,350
-33,479
1213
$25.4M 0.01%
519,770
-41,315
1214
$25.4M 0.01%
290,963
-213,094
1215
$25.4M 0.01%
1,702,415
-25,193,333
1216
$25.3M 0.01%
1,527,310
-19,401
1217
$25.3M 0.01%
671,369
-173,578
1218
$25.2M 0.01%
611,182
+39,319
1219
$25.2M 0.01%
3,147,117
-1,435,344
1220
$25.2M 0.01%
1,685,867
-170,442
1221
$25.2M 0.01%
927,522
-72,206
1222
$25.1M 0.01%
180,279
-78,896
1223
$25.1M 0.01%
654,297
+48,678
1224
$25.1M 0.01%
276,335
+224,582
1225
$24.9M 0.01%
4,287,099
-6,655