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
1526
$11.9M ﹤0.01%
241,019
+17,421
1527
$11.9M ﹤0.01%
1,133,645
-165,073
1528
$11.9M ﹤0.01%
211,482
-22,128
1529
$11.9M ﹤0.01%
141,934
-42,578
1530
$11.9M ﹤0.01%
2,001,988
+105
1531
$11.8M ﹤0.01%
305,328
-172,660
1532
$11.8M ﹤0.01%
482,986
+78,292
1533
$11.8M ﹤0.01%
427,453
+273,539
1534
$11.8M ﹤0.01%
647,270
-82,943
1535
$11.7M ﹤0.01%
454,640
-48,682
1536
$11.7M ﹤0.01%
54,886
+3,795
1537
$11.7M ﹤0.01%
280,250
-782,914
1538
$11.7M ﹤0.01%
1,364,779
+1,344,967
1539
$11.7M ﹤0.01%
445,999
-5,205
1540
$11.7M ﹤0.01%
580,496
-250,595
1541
$11.7M ﹤0.01%
1,099,334
+85,145
1542
$11.7M ﹤0.01%
264,626
-22,647
1543
$11.6M ﹤0.01%
121,747
-4,194
1544
$11.6M ﹤0.01%
217,200
1545
$11.6M ﹤0.01%
205,125
-18,655
1546
$11.6M ﹤0.01%
771,794
-179,149
1547
$11.5M ﹤0.01%
+200,000
1548
$11.5M ﹤0.01%
222,229
+32,819
1549
$11.5M ﹤0.01%
1,331,235
+71,822
1550
$11.4M ﹤0.01%
148,978
-24,708