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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$11.7M ﹤0.01%
274,425
+177,628
1327
$11.7M ﹤0.01%
803,905
-28,251
1328
$11.7M ﹤0.01%
279,199
+47,665
1329
$11.6M ﹤0.01%
376,664
+40,394
1330
$11.6M ﹤0.01%
548,515
+18,470
1331
$11.6M ﹤0.01%
99,577
+39,432
1332
$11.6M ﹤0.01%
1,169,669
-5,523
1333
$11.6M ﹤0.01%
243,467
+51,509
1334
$11.5M ﹤0.01%
845,201
-119,847
1335
$11.4M ﹤0.01%
598,451
-188,642
1336
$11.4M ﹤0.01%
2,400,140
+685,605
1337
$11.4M ﹤0.01%
1,106,873
-92,041
1338
$11.4M ﹤0.01%
1,125,365
+17,845
1339
$11.4M ﹤0.01%
425,215
-9,713
1340
$11.4M ﹤0.01%
347,483
+10,819
1341
$11.3M ﹤0.01%
304,837
+20,547
1342
$11.2M ﹤0.01%
974,769
+30,227
1343
$11.2M ﹤0.01%
155,526
-25,515
1344
$11.2M ﹤0.01%
371,327
+20,248
1345
$11.2M ﹤0.01%
174,976
+37,968
1346
$11.2M ﹤0.01%
90,907
+403
1347
$11.1M ﹤0.01%
576,604
-159,810
1348
$11.1M ﹤0.01%
514,239
+12,040
1349
$11.1M ﹤0.01%
124,095
+23,018
1350
$11.1M ﹤0.01%
481,514
-13,088