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
$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 13.64%
3 Healthcare 13.26%
4 Financials 11.86%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$19.9M 0.01%
55,541
+33,751
1277
$19.9M 0.01%
1,917,697
-195,365
1278
$19.9M 0.01%
108,893
+3,732
1279
$19.9M 0.01%
900,549
+219,923
1280
$19.8M 0.01%
576,355
-36,035
1281
$19.8M 0.01%
383,876
+135,067
1282
$19.7M 0.01%
273,500
+14,924
1283
$19.7M 0.01%
529,538
+125,295
1284
$19.7M 0.01%
1,394,941
-847,131
1285
$19.6M 0.01%
380,667
-538,321
1286
$19.6M 0.01%
974,846
+957,348
1287
$19.5M 0.01%
667,108
-453,565
1288
$19.4M 0.01%
3,825,788
+879,117
1289
$19.4M 0.01%
+1,879,385
1290
$19.4M 0.01%
1,564,648
+157,690
1291
$19.4M 0.01%
1,844,650
-37,367
1292
$19.2M 0.01%
1,061,127
+374,433
1293
$19.2M 0.01%
3,102,205
+2,493,867
1294
$19.2M 0.01%
492,940
+264,488
1295
$19.2M 0.01%
2,628,233
-225,030
1296
$19.1M 0.01%
341,695
+73,676
1297
$19M 0.01%
288,085
-334,734
1298
$19M 0.01%
789,610
+474,120
1299
$19M 0.01%
100,151
-1,007
1300
$18.9M 0.01%
659,413
-45,942