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
$296B
AUM Growth
+$16.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,729
New
Increased
Reduced
Closed

Top Buys

1 +$500M
2 +$362M
3 +$318M
4
NBIS
Nebius Group N.V.
NBIS
+$309M
5
WFC icon
Wells Fargo
WFC
+$305M

Top Sells

1 +$441M
2 +$363M
3 +$353M
4
BAC icon
Bank of America
BAC
+$339M
5
CCI icon
Crown Castle
CCI
+$261M

Sector Composition

1 Technology 18.97%
2 Consumer Discretionary 13.64%
3 Healthcare 13.26%
4 Financials 11.86%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1426
$14.9M 0.01%
1,149,663
-59,993
1427
$14.9M 0.01%
616,359
+266,141
1428
$14.8M 0.01%
863,341
+709,450
1429
$14.8M 0.01%
+24,077
1430
$14.8M 0.01%
1,678,161
-258,486
1431
$14.7M 0.01%
529,959
+44,942
1432
$14.7M 0.01%
106,621
-1,064
1433
$14.7M 0.01%
1,118,988
-759,856
1434
$14.6M ﹤0.01%
484,020
+40,791
1435
$14.6M ﹤0.01%
306,815
-2,407
1436
$14.6M ﹤0.01%
279,977
-191,839
1437
$14.6M ﹤0.01%
1,262,903
+32,067
1438
$14.6M ﹤0.01%
267,821
+42,084
1439
$14.5M ﹤0.01%
605,726
-74,986
1440
$14.5M ﹤0.01%
+246,060
1441
$14.4M ﹤0.01%
292,384
+6,119
1442
$14.4M ﹤0.01%
696,402
+13,075
1443
$14.3M ﹤0.01%
358,103
+23,425
1444
$14.3M ﹤0.01%
312,365
-21,656
1445
$14.3M ﹤0.01%
151,449
-5,690
1446
$14.3M ﹤0.01%
219,120
+14,214
1447
$14.2M ﹤0.01%
+400,000
1448
$14.2M ﹤0.01%
247,515
+27,162
1449
$14.1M ﹤0.01%
1,069,191
+371,320
1450
$14.1M ﹤0.01%
877,346
+33,822