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
$392B
AUM Growth
-$22.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,161
New
Increased
Reduced
Closed

Top Buys

1 +$914M
2 +$677M
3 +$652M
4
AAPL icon
Apple
AAPL
+$642M
5
V icon
Visa
V
+$628M

Top Sells

1 +$940M
2 +$546M
3 +$418M
4
MAA icon
Mid-America Apartment Communities
MAA
+$369M
5
NTES icon
NetEase
NTES
+$330M

Sector Composition

1 Technology 19.91%
2 Financials 13.07%
3 Healthcare 12.68%
4 Consumer Discretionary 10.55%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$18.6M ﹤0.01%
315,506
+8,387
1527
$18.6M ﹤0.01%
226,389
-22,091
1528
$18.6M ﹤0.01%
610,164
+44,158
1529
$18.5M ﹤0.01%
296,560
+24,197
1530
$18.5M ﹤0.01%
528,496
-205,890
1531
$18.5M ﹤0.01%
1,300,000
+200,000
1532
$18.4M ﹤0.01%
343,390
-52,973
1533
$18.4M ﹤0.01%
1,316,633
-328,361
1534
$18.3M ﹤0.01%
1,283,720
-89,092
1535
$18.2M ﹤0.01%
117,363
-1,200
1536
$18.2M ﹤0.01%
273,258
-149,819
1537
$18.2M ﹤0.01%
781,149
+183,168
1538
$18.2M ﹤0.01%
725,093
-29,643
1539
$18.1M ﹤0.01%
206,441
-23,794
1540
$18.1M ﹤0.01%
3,860,625
-42,012
1541
$18M ﹤0.01%
5,582,236
-3,897
1542
$18M ﹤0.01%
3,076,962
+94,120
1543
$18M ﹤0.01%
389,358
-86,187
1544
$18M ﹤0.01%
272,132
+3,743
1545
$18M ﹤0.01%
349,558
-368,909
1546
$18M ﹤0.01%
479,170
+86,899
1547
$17.9M ﹤0.01%
213,740
+107,059
1548
$17.8M ﹤0.01%
129,431
-8,578
1549
$17.8M ﹤0.01%
378,002
-718,286
1550
$17.7M ﹤0.01%
1,404,744
-109,444