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
1651
$15.3M ﹤0.01%
1,032,115
-285,198
1652
$15.2M ﹤0.01%
182,741
-15,208
1653
$15.2M ﹤0.01%
111,541
1654
$15.2M ﹤0.01%
2,033,853
+100,031
1655
$15.2M ﹤0.01%
560,025
+58,894
1656
$15.2M ﹤0.01%
136,716
+48,014
1657
$15.2M ﹤0.01%
10,829,797
+5,555,555
1658
$15M ﹤0.01%
295,797
+283,783
1659
$14.9M ﹤0.01%
264,335
+50,207
1660
$14.9M ﹤0.01%
1,040,007
+156,014
1661
$14.9M ﹤0.01%
1,848,565
+268,611
1662
$14.9M ﹤0.01%
92,389
-68,381
1663
$14.9M ﹤0.01%
1,250,131
+570,424
1664
$14.9M ﹤0.01%
402,933
+34,594
1665
$14.8M ﹤0.01%
1,137,641
+405,719
1666
$14.8M ﹤0.01%
729,536
+14,079
1667
$14.8M ﹤0.01%
133,036
-860
1668
$14.8M ﹤0.01%
359,610
-73,058
1669
$14.7M ﹤0.01%
202,814
+190,312
1670
$14.7M ﹤0.01%
296,216
-36,557
1671
$14.7M ﹤0.01%
342,628
+57,833
1672
$14.7M ﹤0.01%
528,446
-2,186,922
1673
$14.7M ﹤0.01%
204,220
+45,754
1674
$14.7M ﹤0.01%
704,170
+359,501
1675
$14.7M ﹤0.01%
447,710
+171,315