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
1276
$22.6M 0.01%
2,457,172
+65,805
1277
$22.5M 0.01%
524,879
+10,046
1278
$22.4M 0.01%
7,931,990
+334,563
1279
$22.4M 0.01%
298,479
+5,831
1280
$22.2M 0.01%
592,769
-53,190
1281
$22.2M 0.01%
2,185,130
+410,073
1282
$22.2M 0.01%
643,575
+63,180
1283
$22.2M 0.01%
2,361,375
+47,493
1284
$22.1M 0.01%
581,860
+461,159
1285
$22.1M 0.01%
38,913
-9,555
1286
$22M 0.01%
164,976
+92,528
1287
$22M 0.01%
925,831
+25,944
1288
$21.8M 0.01%
150,055
-43,499
1289
$21.8M 0.01%
1,163,849
+1,145,166
1290
$21.8M 0.01%
685,280
-319,185
1291
$21.7M 0.01%
339,110
+86,648
1292
$21.7M 0.01%
711,944
+8,701
1293
$21.6M 0.01%
1,960,599
+379,298
1294
$21.6M 0.01%
210,981
-12,283
1295
$21.5M 0.01%
866,439
-440,041
1296
$21.4M 0.01%
115,820
+14,543
1297
$21.4M 0.01%
2,489,860
+126,798
1298
$21.3M 0.01%
57,269
-15,558
1299
$21.2M 0.01%
277,445
-28,346
1300
$21.2M 0.01%
376,025
+4,879