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
1676
$14.7M ﹤0.01%
398,649
-361,020
1677
$14.7M ﹤0.01%
525,635
+83,121
1678
$14.6M ﹤0.01%
157,801
-6,191
1679
$14.6M ﹤0.01%
188,741
+2,362
1680
$14.5M ﹤0.01%
265,597
1681
$14.5M ﹤0.01%
1,185,003
+3,444
1682
$14.5M ﹤0.01%
1,185,042
-112,022
1683
$14.4M ﹤0.01%
111,398
-2,994
1684
$14.4M ﹤0.01%
669,661
+75,322
1685
$14.4M ﹤0.01%
312,367
-166,310
1686
$14.3M ﹤0.01%
622,314
+117,362
1687
$14.3M ﹤0.01%
489,963
+2,329
1688
$14.3M ﹤0.01%
2,315,929
-87,586
1689
$14.3M ﹤0.01%
543,551
+30,623
1690
$14.3M ﹤0.01%
709,872
-347,408
1691
$14.3M ﹤0.01%
409,974
+52,754
1692
$14.3M ﹤0.01%
115,541
+28,904
1693
$14.2M ﹤0.01%
248,697
-335
1694
$14.2M ﹤0.01%
202,726
-135,644
1695
$14.2M ﹤0.01%
122,052
1696
$14.2M ﹤0.01%
457,858
-66,151
1697
$14.2M ﹤0.01%
352,310
+94,623
1698
$14.2M ﹤0.01%
1,303,883
+32,608
1699
$14.2M ﹤0.01%
643,931
+67,714
1700
$14.2M ﹤0.01%
333,343
+58,218