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
1251
$23.8M 0.01%
2,919,079
+1,209,987
1252
$23.7M 0.01%
306,483
+35,908
1253
$23.7M 0.01%
709,241
-48,957
1254
$23.7M 0.01%
1,093,213
+99,610
1255
$23.7M 0.01%
748,174
-44,165
1256
$23.6M 0.01%
657,752
-481,621
1257
$23.6M 0.01%
463,589
+101,031
1258
$23.5M 0.01%
448,248
+229,808
1259
$23.4M 0.01%
2,773,448
+2,283
1260
$23.4M 0.01%
618,004
+24,599
1261
$23.4M 0.01%
244,784
+1,509
1262
$23.3M 0.01%
+6,842
1263
$23.3M 0.01%
399,777
+62,273
1264
$23.3M 0.01%
269,765
+11,469
1265
$23.2M 0.01%
1,616,091
+76,213
1266
$23.1M 0.01%
519,672
+238,086
1267
$23.1M 0.01%
1,124,500
+137,100
1268
$23.1M 0.01%
398,214
+67,133
1269
$23M 0.01%
100,366
-24,159
1270
$22.9M 0.01%
279,730
+63,966
1271
$22.8M 0.01%
761,454
-162,118
1272
$22.8M 0.01%
599,256
+411,219
1273
$22.7M 0.01%
4,149,330
-87,017
1274
$22.7M 0.01%
2,383,114
-3,638,678
1275
$22.6M 0.01%
1,283,060
+312,869