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
$392B
AUM Growth
-$22.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,161
New
Increased
Reduced
Closed

Top Buys

1 +$914M
2 +$677M
3 +$652M
4
AAPL icon
Apple
AAPL
+$642M
5
V icon
Visa
V
+$628M

Top Sells

1 +$940M
2 +$546M
3 +$418M
4
MAA icon
Mid-America Apartment Communities
MAA
+$369M
5
NTES icon
NetEase
NTES
+$330M

Sector Composition

1 Technology 19.91%
2 Financials 13.07%
3 Healthcare 12.68%
4 Consumer Discretionary 10.55%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1301
$26.3M 0.01%
362,146
+69,128
1302
$26.3M 0.01%
921,828
-74,747
1303
$26.3M 0.01%
305,174
+1,361
1304
$26.2M 0.01%
441,295
+127,395
1305
$26.2M 0.01%
80,896
-41,628
1306
$26.2M 0.01%
822,026
-208,495
1307
$26.2M 0.01%
506,262
+73,059
1308
$26.2M 0.01%
1,009,947
+25,050
1309
$26.2M 0.01%
540,120
+31,968
1310
$26.1M 0.01%
376,237
+75,411
1311
$26.1M 0.01%
302,572
+47,268
1312
$26.1M 0.01%
1,027,371
-1,266,717
1313
$26.1M 0.01%
4,154,809
+4,057,499
1314
$26M 0.01%
665,246
-116,681
1315
$26M 0.01%
536,037
+139,219
1316
$25.9M 0.01%
372,773
-2,680
1317
$25.9M 0.01%
5,423,352
+167,045
1318
$25.9M 0.01%
1,673,115
+403,496
1319
$25.9M 0.01%
1,976,357
+352,127
1320
$25.8M 0.01%
1,591,259
+552,900
1321
$25.8M 0.01%
539,301
+286,628
1322
$25.8M 0.01%
739,463
+123,648
1323
$25.7M 0.01%
1,268,356
-63,643
1324
$25.7M 0.01%
234,671
+42,630
1325
$25.6M 0.01%
342,124
-14,607