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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$6.28M ﹤0.01%
93,980
+20,774
1627
$6.28M ﹤0.01%
476,652
-2,525
1628
$6.26M ﹤0.01%
444,646
+32,831
1629
$6.26M ﹤0.01%
60,024
-117,542
1630
$6.26M ﹤0.01%
839,992
+48,459
1631
$6.25M ﹤0.01%
241,084
+5,959
1632
$6.25M ﹤0.01%
333,137
+413
1633
$6.24M ﹤0.01%
191,811
+96,925
1634
$6.24M ﹤0.01%
596,243
-34,953
1635
$6.22M ﹤0.01%
479,510
-3,566
1636
$6.2M ﹤0.01%
209,529
-995
1637
$6.18M ﹤0.01%
978,946
-26,905
1638
$6.17M ﹤0.01%
144,014
+23,614
1639
$6.17M ﹤0.01%
79,372
+5,693
1640
$6.17M ﹤0.01%
313,279
+27,516
1641
$6.14M ﹤0.01%
476,073
+83,972
1642
$6.11M ﹤0.01%
296,975
+13,938
1643
$6.09M ﹤0.01%
736,098
+4,017
1644
$6.08M ﹤0.01%
315,766
+2,861
1645
$6.07M ﹤0.01%
111,779
+8,824
1646
$6.05M ﹤0.01%
261,175
-236,906
1647
$6.05M ﹤0.01%
266,120
+18,733
1648
$6.04M ﹤0.01%
19,052
+1,467
1649
$6.03M ﹤0.01%
509,083
-20,212
1650
$6.02M ﹤0.01%
287,985
+185,396