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
1601
$16.7M ﹤0.01%
1,055,528
+587,460
1602
$16.7M ﹤0.01%
1,100,043
+568,755
1603
$16.7M ﹤0.01%
517,750
+157,024
1604
$16.6M ﹤0.01%
139,900
1605
$16.6M ﹤0.01%
659,792
-130,960
1606
$16.6M ﹤0.01%
534,088
+144,410
1607
$16.6M ﹤0.01%
988,636
+182,808
1608
$16.6M ﹤0.01%
383,966
-66,394
1609
$16.5M ﹤0.01%
382,068
-85,267
1610
$16.5M ﹤0.01%
181,325
-19,065
1611
$16.4M ﹤0.01%
145,453
+40,561
1612
$16.4M ﹤0.01%
10,987,575
+5,843,115
1613
$16.4M ﹤0.01%
7,540,114
-410,749
1614
$16.4M ﹤0.01%
165,483
-6,299
1615
$16.3M ﹤0.01%
355,878
+3,088
1616
$16.3M ﹤0.01%
112,506
+15,331
1617
$16.3M ﹤0.01%
1,361,746
-25,590
1618
$16.2M ﹤0.01%
1,877,366
+65,547
1619
$16.1M ﹤0.01%
26,373
-38,577
1620
$16.1M ﹤0.01%
1,326,849
-2,421,774
1621
$16.1M ﹤0.01%
2,116,695
+44,479
1622
$16.1M ﹤0.01%
600,014
+181,777
1623
$16.1M ﹤0.01%
1,291,219
+72,105
1624
$16M ﹤0.01%
559,020
+98,804
1625
$16M ﹤0.01%
146,934
+34,601