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
1576
$16.2M ﹤0.01%
453,604
+206,873
1577
$16.2M ﹤0.01%
346,730
-6,233
1578
$16.1M ﹤0.01%
422,193
-19,204
1579
$16.1M ﹤0.01%
174,998
+58,720
1580
$16.1M ﹤0.01%
274,838
-767,326
1581
$16.1M ﹤0.01%
1,270,019
+108,747
1582
$15.9M ﹤0.01%
1,152,138
+187,848
1583
$15.9M ﹤0.01%
493,501
+191,855
1584
$15.9M ﹤0.01%
732,463
-126,413
1585
$15.9M ﹤0.01%
502,933
+260,863
1586
$15.8M ﹤0.01%
866,076
+110,646
1587
$15.8M ﹤0.01%
193,421
+16,695
1588
$15.7M ﹤0.01%
2,812,200
+1,854,749
1589
$15.7M ﹤0.01%
1,126,668
+188,184
1590
$15.7M ﹤0.01%
2,490,041
-492,044
1591
$15.7M ﹤0.01%
402,372
+11,197
1592
$15.7M ﹤0.01%
601,143
-32,393
1593
$15.7M ﹤0.01%
189,814
-193,012
1594
$15.6M ﹤0.01%
838,571
+37,253
1595
$15.6M ﹤0.01%
652,967
-9,606
1596
$15.5M ﹤0.01%
698,904
+83,970
1597
$15.5M ﹤0.01%
161,818
-20,169
1598
$15.5M ﹤0.01%
1,622,516
-89,660
1599
$15.5M ﹤0.01%
449,180
+285,156
1600
$15.4M ﹤0.01%
154,037
-26,487