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
1276
$30.3M 0.01%
1,958,202
-114,686
1277
$30.2M 0.01%
212,489
+92,659
1278
$30.1M 0.01%
735,999
+101,436
1279
$30M 0.01%
349,208
-171,244
1280
$30M 0.01%
2,132,520
+130,038
1281
$29.9M 0.01%
6,443,723
+924,262
1282
$29.8M 0.01%
3,671,386
-425,376
1283
$29.8M 0.01%
490,969
-68,355
1284
$29.7M 0.01%
99,018
-10,666
1285
$29.7M 0.01%
545,708
-1,738,518
1286
$29.7M 0.01%
375,231
+80,895
1287
$29.6M 0.01%
1,991,525
-27,761
1288
$29.6M 0.01%
176,718
+18,388
1289
$29.4M 0.01%
2,595,619
-98,862
1290
$29.4M 0.01%
899,955
-37,508
1291
$29.3M 0.01%
618,099
+14,669
1292
$29.2M 0.01%
16,903
-852
1293
$29.1M 0.01%
1,358,172
-32,132
1294
$29.1M 0.01%
880,047
+80,871
1295
$29M 0.01%
664,390
+30,389
1296
$28.9M 0.01%
2,176,000
-276,361
1297
$28.9M 0.01%
1,485,641
-34,967
1298
$28.7M 0.01%
1,697,961
-24,928
1299
$28.7M 0.01%
2,364,583
+347,587
1300
$28.6M 0.01%
802,391
+82,396