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
1251
$13.9M 0.01%
295,678
+24,687
1252
$13.9M 0.01%
507,753
+18,195
1253
$13.9M 0.01%
63,235
1254
$13.9M 0.01%
1,316,039
-120,560
1255
$13.8M 0.01%
319,181
+78,208
1256
$13.8M 0.01%
755,430
+84,810
1257
$13.8M 0.01%
280,495
-313,710
1258
$13.7M 0.01%
468,980
-59,062
1259
$13.7M 0.01%
601,819
+14,108
1260
$13.7M 0.01%
159,543
+15,535
1261
$13.6M 0.01%
682,124
+103,775
1262
$13.6M 0.01%
289,250
+10,465
1263
$13.6M 0.01%
269,838
-402,954
1264
$13.6M 0.01%
181,688
+39,671
1265
$13.6M 0.01%
1,009,386
-8,216
1266
$13.5M 0.01%
185,898
+9,593
1267
$13.5M 0.01%
330,017
+264,047
1268
$13.5M 0.01%
205,069
+657
1269
$13.5M 0.01%
558,671
+254,549
1270
$13.4M 0.01%
769,874
+35,760
1271
$13.4M 0.01%
352,766
+47,727
1272
$13.3M 0.01%
333,209
+37,550
1273
$13.3M 0.01%
124,526
+8,807
1274
$13.3M 0.01%
14,751
+1,352
1275
$13.3M 0.01%
215,388
+19,989