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
$358B
AUM Growth
+$17.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$666M
2 +$652M
3 +$469M
4
AMZN icon
Amazon
AMZN
+$383M
5
CRM icon
Salesforce
CRM
+$373M

Top Sells

1 +$783M
2 +$398M
3 +$397M
4
NBIS
Nebius Group N.V.
NBIS
+$376M
5
ONC
BeOne Medicines Ltd
ONC
+$290M

Sector Composition

1 Technology 20.68%
2 Healthcare 12.92%
3 Financials 11.76%
4 Industrials 11.07%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$11.3M ﹤0.01%
1,097,593
-91,502
1677
$11.3M ﹤0.01%
352,931
+136,088
1678
$11.3M ﹤0.01%
315,720
-6,727
1679
$11.3M ﹤0.01%
279,945
-125,096
1680
$11.3M ﹤0.01%
171,721
-42,677
1681
$11.2M ﹤0.01%
1,766,791
-1,139,410
1682
$11.2M ﹤0.01%
1,007,389
-163,593
1683
$11.2M ﹤0.01%
1,386,580
+169,204
1684
$11.2M ﹤0.01%
155,417
-433,729
1685
$11.2M ﹤0.01%
485,618
+35,098
1686
$11.1M ﹤0.01%
626,362
+416,899
1687
$11.1M ﹤0.01%
798,728
+96,685
1688
$11.1M ﹤0.01%
99,263
-8,059
1689
$11.1M ﹤0.01%
602,349
-375,098
1690
$11.1M ﹤0.01%
210,794
-272,261
1691
$11.1M ﹤0.01%
100,623
+3,938
1692
$11M ﹤0.01%
187,815
-725,242
1693
$11M ﹤0.01%
1,357,413
+33,548
1694
$11M ﹤0.01%
152,400
+76,175
1695
$11M ﹤0.01%
292,404
-38,141
1696
$11M ﹤0.01%
322,063
-68,855
1697
$11M ﹤0.01%
396,093
+73,153
1698
$11M ﹤0.01%
2,888,909
-247,303
1699
$11M ﹤0.01%
865,254
+198,618
1700
$10.9M ﹤0.01%
1,263,076
+313,640