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
$541B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1 +$1.23B
2 +$777M
3 +$622M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$569M
5
AMZN icon
Amazon
AMZN
+$566M

Top Sells

1 +$1.95B
2 +$738M
3 +$328M
4
VST icon
Vistra
VST
+$313M
5
WFC icon
Wells Fargo
WFC
+$265M

Sector Composition

1 Technology 25.45%
2 Financials 12.86%
3 Industrials 11.53%
4 Consumer Discretionary 10.57%
5 Healthcare 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$31.4M 0.01%
6,099,882
+69,969
1252
$31.1M 0.01%
701,623
+393,439
1253
$31.1M 0.01%
3,047,900
-46,085
1254
$31.1M 0.01%
294,189
+36,395
1255
$31.1M 0.01%
401,257
-38,291
1256
$31.1M 0.01%
467,567
-33,488
1257
$31M 0.01%
1,274,152
-206,404
1258
$31M 0.01%
1,558,948
-130,253
1259
$30.9M 0.01%
894,494
+859
1260
$30.9M 0.01%
1,277,026
+1,098,148
1261
$30.8M 0.01%
251,210
-22,236
1262
$30.7M 0.01%
1,628,903
+754,582
1263
$30.7M 0.01%
1,882,829
+1,407,503
1264
$30.6M 0.01%
1,230,495
-430,003
1265
$30.6M 0.01%
327,079
-26,700
1266
$30.6M 0.01%
895,466
+78,014
1267
$30.5M 0.01%
919,612
+164,120
1268
$30.5M 0.01%
605,964
+157,579
1269
$30.5M 0.01%
467,455
+23,504
1270
$30.4M 0.01%
+349,541
1271
$30.4M 0.01%
2,034,780
+627,944
1272
$30.3M 0.01%
1,675,259
+67,010
1273
$30.3M 0.01%
316,196
-42,490
1274
$30.3M 0.01%
862,955
-50,928
1275
$30.3M 0.01%
426,006
-85,285