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
1376
$24.4M ﹤0.01%
517,765
+14,674
1377
$24.3M ﹤0.01%
3,267,366
+11,974
1378
$24.1M ﹤0.01%
1,843,400
+339,915
1379
$24.1M ﹤0.01%
2,555,538
+5,480
1380
$23.9M ﹤0.01%
3,625,581
+1,566
1381
$23.8M ﹤0.01%
1,315,535
-508,359
1382
$23.8M ﹤0.01%
352,477
+20,465
1383
$23.6M ﹤0.01%
574,894
+161,794
1384
$23.6M ﹤0.01%
602,037
-47,462
1385
$23.5M ﹤0.01%
220,116
-63,469
1386
$23.5M ﹤0.01%
94,027
+44,711
1387
$23.4M ﹤0.01%
109,356
+51,945
1388
$23.4M ﹤0.01%
1,687,307
+799,973
1389
$23.4M ﹤0.01%
822,499
+269,308
1390
$23.3M ﹤0.01%
239,742
+37,016
1391
$23.3M ﹤0.01%
860,866
+92,180
1392
$23.3M ﹤0.01%
295,138
-11,917
1393
$23.2M ﹤0.01%
750,387
-5,097
1394
$23.2M ﹤0.01%
1,369,037
-290,901
1395
$23.1M ﹤0.01%
144,229
+7,590
1396
$23M ﹤0.01%
1,577,259
+208,568
1397
$23M ﹤0.01%
6,581,952
+2,245,775
1398
$23M ﹤0.01%
442,690
-21,924
1399
$22.9M ﹤0.01%
2,914,139
-297,393
1400
$22.8M ﹤0.01%
658,431
-74,413