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
1401
$22.8M ﹤0.01%
945,082
-748,853
1402
$22.8M ﹤0.01%
988,890
+182,197
1403
$22.8M ﹤0.01%
1,243,507
+249,616
1404
$22.8M ﹤0.01%
115,625
-900,372
1405
$22.7M ﹤0.01%
2,311,583
+424,403
1406
$22.7M ﹤0.01%
350,577
-170,446
1407
$22.7M ﹤0.01%
371,718
-72,476
1408
$22.6M ﹤0.01%
392,924
-414,734
1409
$22.5M ﹤0.01%
278,621
+56,590
1410
$22.5M ﹤0.01%
368,469
-208,024
1411
$22.5M ﹤0.01%
414,648
+52,937
1412
$22.5M ﹤0.01%
438,960
-1,540
1413
$22.5M ﹤0.01%
960,344
-93,034
1414
$22.4M ﹤0.01%
359,482
+144,514
1415
$22.3M ﹤0.01%
2,001,032
-48,338
1416
$22.2M ﹤0.01%
1,543,745
+11,684
1417
$22.2M ﹤0.01%
547,299
-199,629
1418
$22M ﹤0.01%
190,370
-8,594
1419
$21.9M ﹤0.01%
117,378
-28,073
1420
$21.9M ﹤0.01%
211,071
+152,042
1421
$21.8M ﹤0.01%
2,323,181
+16,699
1422
$21.8M ﹤0.01%
946,108
+605,500
1423
$21.7M ﹤0.01%
17,800
-1,235
1424
$21.7M ﹤0.01%
1,408,801
+645,994
1425
$21.7M ﹤0.01%
292,789
-16,381