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
1351
$19.5M 0.01%
204,536
+85,403
1352
$19.4M 0.01%
482,977
-322,923
1353
$19.4M 0.01%
554,304
-104,538
1354
$19.3M 0.01%
172,760
-124,861
1355
$19.2M 0.01%
60,222
-33,631
1356
$19.1M 0.01%
1,064,500
-515,170
1357
$19.1M 0.01%
1,094,265
+229,672
1358
$19.1M 0.01%
2,265,723
-100,000
1359
$19.1M 0.01%
1,657,801
+103,209
1360
$19M 0.01%
449,901
-50,182
1361
$19M 0.01%
1,029,390
+50,368
1362
$19M 0.01%
299,319
+141,531
1363
$19M 0.01%
1,469,873
-330,606
1364
$18.8M 0.01%
1,134,848
-303,353
1365
$18.8M 0.01%
695,413
+2,463
1366
$18.6M 0.01%
408,600
-62,240
1367
$18.6M 0.01%
101,715
-48,698
1368
$18.6M 0.01%
195,085
-60,115
1369
$18.5M 0.01%
1,758,794
+55,584
1370
$18.5M 0.01%
570,127
+127,322
1371
$18.5M 0.01%
1,257,068
+128,658
1372
$18.5M 0.01%
1,269,127
-180,785
1373
$18.5M 0.01%
176,700
1374
$18.4M 0.01%
1,828,479
-921,584
1375
$18.4M 0.01%
712,519
+40,265