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
$296B
AUM Growth
+$16.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,729
New
Increased
Reduced
Closed

Top Buys

1 +$500M
2 +$362M
3 +$318M
4
NBIS
Nebius Group N.V.
NBIS
+$309M
5
WFC icon
Wells Fargo
WFC
+$305M

Top Sells

1 +$441M
2 +$363M
3 +$353M
4
BAC icon
Bank of America
BAC
+$339M
5
CCI icon
Crown Castle
CCI
+$261M

Sector Composition

1 Technology 18.97%
2 Consumer Discretionary 13.68%
3 Healthcare 13.26%
4 Financials 11.82%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$592M 0.2%
2,379,417
+167,374
102
$591M 0.2%
3,095,708
+46,933
103
$590M 0.2%
20,688,570
-6,402,678
104
$589M 0.2%
3,955,348
-604,388
105
$587M 0.2%
8,674,954
-654,502
106
$583M 0.2%
934,492
-69,641
107
$581M 0.2%
21,361,528
+271,428
108
$580M 0.2%
10,446,064
-36,025
109
$569M 0.19%
3,415,006
-1,570,058
110
$567M 0.19%
20,875,792
+3,296,818
111
$566M 0.19%
5,488,056
-239,836
112
$560M 0.19%
4,615,860
+81,373
113
$556M 0.19%
1,406,483
+123,389
114
$551M 0.19%
5,345,947
+1,677,260
115
$548M 0.19%
5,425,672
-167,659
116
$541M 0.18%
21,417,668
-1,794,222
117
$541M 0.18%
4,359,454
+28,094
118
$540M 0.18%
16,274,346
+15,046,321
119
$534M 0.18%
14,465,304
+4,520,594
120
$524M 0.18%
14,511,606
-291,064
121
$524M 0.18%
3,909,683
-136,652
122
$518M 0.18%
11,106,165
-361,425
123
$517M 0.17%
3,509,684
-52,197
124
$515M 0.17%
19,902,888
-1,053,468
125
$511M 0.17%
4,393,521
-647,809