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
1376
$18.4M 0.01%
683,244
-18,994
1377
$18.3M 0.01%
651,460
-507,207
1378
$18.1M 0.01%
314,276
+16,024
1379
$18.1M 0.01%
142,896
+5,241
1380
$18.1M 0.01%
500,993
-43,179
1381
$18M 0.01%
1,215,696
-207,462
1382
$18M 0.01%
1,021,853
+72,286
1383
$18M 0.01%
1,204,879
+903,064
1384
$18M 0.01%
254,723
+71,085
1385
$17.9M 0.01%
438,056
-135,638
1386
$17.9M 0.01%
723,752
-450,353
1387
$17.9M 0.01%
173,945
+5,042
1388
$17.7M ﹤0.01%
181,584
-61,587
1389
$17.7M ﹤0.01%
1,281,201
-233,523
1390
$17.7M ﹤0.01%
903,730
-143,849
1391
$17.6M ﹤0.01%
2,720,401
-182,433
1392
$17.6M ﹤0.01%
613,161
-71,805
1393
$17.6M ﹤0.01%
807,640
+8,484
1394
$17.5M ﹤0.01%
313,968
-355,427
1395
$17.5M ﹤0.01%
297,264
-113,302
1396
$17.4M ﹤0.01%
205,544
+47,974
1397
$17.4M ﹤0.01%
254,068
+21,648
1398
$17.4M ﹤0.01%
424,553
+38,820
1399
$17.4M ﹤0.01%
1,412,204
-145,479
1400
$17.4M ﹤0.01%
874,573
-66,698