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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$9.96M ﹤0.01%
1,775,725
-148,511
1402
$9.92M ﹤0.01%
245,623
+30,629
1403
$9.91M ﹤0.01%
929,179
+42,481
1404
$9.91M ﹤0.01%
1,402,174
+925,253
1405
$9.91M ﹤0.01%
457,868
+70,607
1406
$9.9M ﹤0.01%
4,266,154
+561,777
1407
$9.89M ﹤0.01%
169,025
+32,294
1408
$9.88M ﹤0.01%
218,133
+2,406
1409
$9.86M ﹤0.01%
422,724
-208,324
1410
$9.8M ﹤0.01%
2,426,327
-360,456
1411
$9.79M ﹤0.01%
615,863
+250,515
1412
$9.77M ﹤0.01%
166,113
+147,394
1413
$9.73M ﹤0.01%
161,809
-270,242
1414
$9.68M ﹤0.01%
561,388
-131,977
1415
$9.63M ﹤0.01%
570,768
-107,573
1416
$9.59M ﹤0.01%
108,502
+2,934
1417
$9.59M ﹤0.01%
100,220
+1,713
1418
$9.56M ﹤0.01%
356,754
+36,642
1419
$9.46M ﹤0.01%
228,850
+53,967
1420
$9.45M ﹤0.01%
963,800
-134,189
1421
$9.44M ﹤0.01%
616,662
+41,531
1422
$9.42M ﹤0.01%
3,975,177
+27,840
1423
$9.38M ﹤0.01%
223,229
-106,685
1424
$9.35M ﹤0.01%
240,370
+6,427
1425
$9.3M ﹤0.01%
219,252
+13,602