Invesco

Invesco Portfolio holdings

AUM $588B
1-Year Est. Return 25.92%
 

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
+25.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,461
New
Increased
Reduced
Closed

Top Buys

1 +$311M
2 +$293M
3 +$283M
4
TSLA icon
Tesla
TSLA
+$250M
5
GM icon
General Motors
GM
+$238M

Top Sells

1 +$1.67B
2 +$809M
3 +$428M
4
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$319M
5
GE icon
GE Aerospace
GE
+$272M

Sector Composition

1 Technology 16.29%
2 Financials 11.8%
3 Healthcare 11.77%
4 Communication Services 8.81%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$475M 0.21%
7,347,110
+50,969
102
$468M 0.2%
15,497,162
-94,136
103
$468M 0.2%
108,592,830
-1,644,850
104
$465M 0.2%
5,309,338
+811,627
105
$444M 0.19%
5,613,948
+2,416,880
106
$444M 0.19%
6,387,222
+1,329,071
107
$442M 0.19%
13,649,828
+700,365
108
$442M 0.19%
5,556,041
-1,806,163
109
$431M 0.19%
79,152,614
+2,290,145
110
$430M 0.19%
4,465,464
+790
111
$426M 0.19%
10,637,124
-158,789
112
$421M 0.18%
3,585,737
+84,365
113
$421M 0.18%
8,785,966
-331,551
114
$418M 0.18%
14,763,954
+297
115
$414M 0.18%
16,203,737
-283,808
116
$404M 0.18%
11,738,056
-11,977
117
$396M 0.17%
8,779,118
-253,664
118
$393M 0.17%
4,569,058
-80,171
119
$390M 0.17%
5,037,628
+513,145
120
$390M 0.17%
4,506,288
+257,573
121
$390M 0.17%
19,242,159
-110,357
122
$387M 0.17%
5,898,482
+577,412
123
$386M 0.17%
7,406,923
-241,562
124
$383M 0.17%
1,223,812
+166,914
125
$375M 0.16%
9,143,370
+380,602