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
1326
$27.1M 0.01%
379,113
+22,876
1327
$27M 0.01%
830,563
-72,434
1328
$27M 0.01%
334,725
+53,758
1329
$27M 0.01%
695,463
-96,768
1330
$26.9M 0.01%
429,895
+29,281
1331
$26.9M 0.01%
259,748
-19,354
1332
$26.8M 0.01%
1,009,416
-298,670
1333
$26.7M ﹤0.01%
1,692,299
+46,939
1334
$26.7M ﹤0.01%
200,942
+8,967
1335
$26.6M ﹤0.01%
7,771,597
+89,356
1336
$26.5M ﹤0.01%
631,961
+37,847
1337
$26.5M ﹤0.01%
287,338
+10,103
1338
$26.5M ﹤0.01%
1,122,855
-111,086
1339
$26.4M ﹤0.01%
1,174,777
-8,002
1340
$26.4M ﹤0.01%
266,581
-177,310
1341
$26.4M ﹤0.01%
392,378
+67,483
1342
$26.2M ﹤0.01%
1,751,518
+14,305
1343
$26.1M ﹤0.01%
3,575,498
+461,173
1344
$26.1M ﹤0.01%
629,962
+81,305
1345
$25.9M ﹤0.01%
366,475
+32,521
1346
$25.9M ﹤0.01%
7,212,745
1347
$25.9M ﹤0.01%
336,290
-155,408
1348
$25.9M ﹤0.01%
584,348
+238,399
1349
$25.8M ﹤0.01%
1,360,932
+600,821
1350
$25.8M ﹤0.01%
235,864
-13,187