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
126
$845M 0.16%
824,426
+42,084
127
$843M 0.16%
1,209,744
+536,815
128
$841M 0.16%
21,020,904
-3,101,735
129
$833M 0.15%
1,400,837
+59,668
130
$828M 0.15%
8,951,922
-918,826
131
$825M 0.15%
4,178,381
+1,148,889
132
$819M 0.15%
10,655,180
+287,973
133
$814M 0.15%
1,733,680
+343,018
134
$810M 0.15%
25,103,077
+2,977,212
135
$810M 0.15%
18,038,089
+4,173,243
136
$808M 0.15%
7,115,819
-1,642,381
137
$804M 0.15%
2,286,005
+43,217
138
$803M 0.15%
16,787,513
+5,449,949
139
$794M 0.15%
8,603,600
+716,229
140
$793M 0.15%
466,413
-13,697
141
$793M 0.15%
8,388,693
+2,000,888
142
$790M 0.15%
4,426,180
-668,365
143
$789M 0.15%
6,009,413
-395,510
144
$782M 0.14%
29,458,139
+2,579,455
145
$777M 0.14%
10,119,928
+2,105,019
146
$775M 0.14%
1,490,212
+31,531
147
$772M 0.14%
2,091,456
-290,352
148
$771M 0.14%
10,647,039
+2,177,604
149
$765M 0.14%
1,898,457
-45,147
150
$748M 0.14%
3,257,875
-878,217
4 5
6
7 8