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
1301
$21.2M 0.01%
1,148,938
+7,105
1302
$21.2M 0.01%
542,237
+25,460
1303
$21.2M 0.01%
501,278
-214,120
1304
$21M 0.01%
330,917
+137,062
1305
$21M 0.01%
1,421,930
+1,022,386
1306
$21M 0.01%
477,686
-13,358
1307
$21M 0.01%
1,453,167
+126,304
1308
$20.9M 0.01%
454,874
+18,891
1309
$20.9M 0.01%
537,752
+163,661
1310
$20.8M 0.01%
337,616
+155,106
1311
$20.8M 0.01%
798,876
-127,708
1312
$20.8M 0.01%
153,511
-82,211
1313
$20.7M 0.01%
296,700
+114,717
1314
$20.7M 0.01%
266,190
+22,404
1315
$20.7M 0.01%
415,554
1316
$20.6M 0.01%
1,759,147
-337,872
1317
$20.5M 0.01%
810,739
-10,360
1318
$20.5M 0.01%
169,052
1319
$20.5M 0.01%
+3,201,274
1320
$20.4M 0.01%
158,902
-75,284
1321
$20.4M 0.01%
1,510,434
+257,431
1322
$20.4M 0.01%
461,754
-126,182
1323
$20.3M 0.01%
375,249
+39,479
1324
$20.3M 0.01%
1,323,592
-1,155,086
1325
$20.3M 0.01%
457,602
+1,153