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
1651
$13.5M ﹤0.01%
312,161
+289,748
1652
$13.5M ﹤0.01%
10,952,300
-18,000
1653
$13.5M ﹤0.01%
71,816
+2,372
1654
$13.5M ﹤0.01%
3,023,830
+64,579
1655
$13.5M ﹤0.01%
398,057
+64,449
1656
$13.4M ﹤0.01%
391,163
-596,434
1657
$13.4M ﹤0.01%
255,391
-28,891
1658
$13.4M ﹤0.01%
2,736,673
+147,730
1659
$13.4M ﹤0.01%
302,271
-77,304
1660
$13.4M ﹤0.01%
1,589,802
-99,446
1661
$13.4M ﹤0.01%
875,913
+813,352
1662
$13.3M ﹤0.01%
364,793
+66,176
1663
$13.3M ﹤0.01%
77,725
+3,017
1664
$13.3M ﹤0.01%
1,095,489
+116,154
1665
$13.3M ﹤0.01%
113,710
+54,803
1666
$13.2M ﹤0.01%
185,490
+7,148
1667
$13.2M ﹤0.01%
3,873,993
+145,459
1668
$13.2M ﹤0.01%
419,267
+24,746
1669
$13.2M ﹤0.01%
875,062
-238,750
1670
$13.1M ﹤0.01%
139,852
+32,555
1671
$13.1M ﹤0.01%
1,342,161
-205,147
1672
$13.1M ﹤0.01%
183,197
-213,243
1673
$13.1M ﹤0.01%
193,713
+16,187
1674
$13.1M ﹤0.01%
329,568
+7,042
1675
$13M ﹤0.01%
1,995,520
+1,200,050