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
1451
$14M ﹤0.01%
+262,338
1452
$14M ﹤0.01%
400,779
+62,384
1453
$14M ﹤0.01%
1,309,750
-256,744
1454
$13.9M ﹤0.01%
170,030
+25,669
1455
$13.8M ﹤0.01%
954,311
+655,866
1456
$13.8M ﹤0.01%
409,088
+39,464
1457
$13.8M ﹤0.01%
297,263
+28,742
1458
$13.7M ﹤0.01%
1,256,352
+376,676
1459
$13.7M ﹤0.01%
945,002
+562,150
1460
$13.7M ﹤0.01%
284,596
-455
1461
$13.7M ﹤0.01%
237,550
+22,642
1462
$13.6M ﹤0.01%
1,877,586
+1,781,858
1463
$13.6M ﹤0.01%
494,153
-40,269
1464
$13.5M ﹤0.01%
967,132
-146,144
1465
$13.5M ﹤0.01%
1,075,218
-3,389
1466
$13.5M ﹤0.01%
2,283,661
-19,560
1467
$13.5M ﹤0.01%
565,781
-409,850
1468
$13.5M ﹤0.01%
628,525
+116,601
1469
$13.5M ﹤0.01%
224,724
+147,445
1470
$13.5M ﹤0.01%
260,078
+60,615
1471
$13.5M ﹤0.01%
906,432
+54,192
1472
$13.4M ﹤0.01%
638,925
+115,366
1473
$13.4M ﹤0.01%
670,539
-37,329
1474
$13.4M ﹤0.01%
978,505
+213,092
1475
$13.3M ﹤0.01%
817,005
+671,334