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
$358B
AUM Growth
+$17.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$666M
2 +$652M
3 +$469M
4
AMZN icon
Amazon
AMZN
+$383M
5
CRM icon
Salesforce
CRM
+$373M

Top Sells

1 +$783M
2 +$398M
3 +$397M
4
NBIS
Nebius Group N.V.
NBIS
+$376M
5
ONC
BeOne Medicines Ltd
ONC
+$290M

Sector Composition

1 Technology 20.68%
2 Healthcare 12.92%
3 Financials 11.76%
4 Industrials 11.07%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$15.1M ﹤0.01%
1,239,845
+183,895
1477
$15.1M ﹤0.01%
3,089,320
-925,904
1478
$15.1M ﹤0.01%
306,676
+55,056
1479
$15.1M ﹤0.01%
116,028
-25,360
1480
$15.1M ﹤0.01%
1,530,162
-278,911
1481
$15M ﹤0.01%
659,612
-238,970
1482
$15M ﹤0.01%
91,843
+9,266
1483
$15M ﹤0.01%
534,223
-399,813
1484
$15M ﹤0.01%
161,910
-77,458
1485
$15M ﹤0.01%
328,306
-146,847
1486
$14.9M ﹤0.01%
1,495,107
-806,611
1487
$14.9M ﹤0.01%
597,023
-40,344
1488
$14.9M ﹤0.01%
258,641
+2,861
1489
$14.9M ﹤0.01%
436,499
-92,510
1490
$14.8M ﹤0.01%
553,296
-28,295
1491
$14.8M ﹤0.01%
293,261
-34,360
1492
$14.7M ﹤0.01%
609,105
-510,677
1493
$14.7M ﹤0.01%
903,631
-129,999
1494
$14.7M ﹤0.01%
301,921
+12,232
1495
$14.7M ﹤0.01%
695,800
-801,724
1496
$14.7M ﹤0.01%
735,377
-53,438
1497
$14.7M ﹤0.01%
4,453,463
+265,964
1498
$14.6M ﹤0.01%
120,416
-203,613
1499
$14.6M ﹤0.01%
166,801
+26,515
1500
$14.6M ﹤0.01%
5,256,611
+2,533,163