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
1651
$9.03M ﹤0.01%
212,315
-11,096
1652
$9.02M ﹤0.01%
738,500
-489,639
1653
$9.02M ﹤0.01%
918,756
-8,366
1654
$9.02M ﹤0.01%
425,871
+43,795
1655
$9M ﹤0.01%
392,848
+16,729
1656
$8.95M ﹤0.01%
227,424
-146,727
1657
$8.93M ﹤0.01%
273,109
-4,284
1658
$8.92M ﹤0.01%
213,238
+122,189
1659
$8.87M ﹤0.01%
813,411
+234,526
1660
$8.87M ﹤0.01%
725,858
+528,840
1661
$8.86M ﹤0.01%
98,731
-10,754
1662
$8.81M ﹤0.01%
1,480,962
-128,383
1663
$8.79M ﹤0.01%
415,060
-59,025
1664
$8.79M ﹤0.01%
138,347
-5,060
1665
$8.78M ﹤0.01%
950,093
+837,148
1666
$8.77M ﹤0.01%
291,163
-555,061
1667
$8.69M ﹤0.01%
2,503,297
+133
1668
$8.67M ﹤0.01%
292,533
-373
1669
$8.66M ﹤0.01%
798,543
-7,634
1670
$8.66M ﹤0.01%
104,526
+20,484
1671
$8.65M ﹤0.01%
466,064
+141,430
1672
$8.64M ﹤0.01%
654,625
-160,645
1673
$8.63M ﹤0.01%
546,649
-128,115
1674
$8.62M ﹤0.01%
81,080
+4,048
1675
$8.61M ﹤0.01%
244,625
+94,776