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
$296B
AUM Growth
+$16.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,729
New
Increased
Reduced
Closed

Top Buys

1 +$500M
2 +$362M
3 +$318M
4
NBIS
Nebius Group N.V.
NBIS
+$309M
5
WFC icon
Wells Fargo
WFC
+$305M

Top Sells

1 +$441M
2 +$363M
3 +$353M
4
BAC icon
Bank of America
BAC
+$339M
5
CCI icon
Crown Castle
CCI
+$261M

Sector Composition

1 Technology 18.97%
2 Consumer Discretionary 13.64%
3 Healthcare 13.26%
4 Financials 11.86%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$18M 0.01%
6,654,782
-6,424
1327
$18M 0.01%
327,011
-6,953
1328
$17.9M 0.01%
422,491
-53,662
1329
$17.9M 0.01%
357,093
-43,046
1330
$17.9M 0.01%
1,207,239
-38,852
1331
$17.8M 0.01%
159,331
-58,099
1332
$17.8M 0.01%
+30,001
1333
$17.8M 0.01%
163,001
-14,975
1334
$17.7M 0.01%
553,395
-4,372
1335
$17.7M 0.01%
854,528
+216,273
1336
$17.7M 0.01%
605,638
-17,289
1337
$17.7M 0.01%
1,170,412
+447,686
1338
$17.7M 0.01%
673,207
+170,822
1339
$17.6M 0.01%
1,785,731
+1,737,939
1340
$17.6M 0.01%
295,885
+45,751
1341
$17.6M 0.01%
288,931
-33,658
1342
$17.6M 0.01%
60,327
-62,228
1343
$17.5M 0.01%
156,700
+23,000
1344
$17.5M 0.01%
708,621
-14,993
1345
$17.5M 0.01%
173,490
-31,860
1346
$17.5M 0.01%
306,713
+1,466
1347
$17.5M 0.01%
1,545,285
-167,863
1348
$17.5M 0.01%
1,206,379
+972,123
1349
$17.5M 0.01%
1,602,604
-77,423
1350
$17.4M 0.01%
1,040,886
+891,438