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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$5.76M ﹤0.01%
120,385
-31,472
1702
$5.76M ﹤0.01%
112,879
-16,959
1703
$5.74M ﹤0.01%
5,629,168
-27,231
1704
$5.73M ﹤0.01%
91,680
+20,218
1705
$5.72M ﹤0.01%
251,650
-132,624
1706
$5.72M ﹤0.01%
95,448
-7,007
1707
$5.72M ﹤0.01%
204,452
+17,823
1708
$5.7M ﹤0.01%
359,829
+21,680
1709
$5.67M ﹤0.01%
1,302,759
-541,296
1710
$5.66M ﹤0.01%
1,518,451
-1,606,775
1711
$5.66M ﹤0.01%
232,297
+14,320
1712
$5.66M ﹤0.01%
337,988
+184,837
1713
$5.65M ﹤0.01%
256,455
+41,577
1714
$5.64M ﹤0.01%
198,310
-452
1715
$5.63M ﹤0.01%
186,541
+6,447
1716
$5.63M ﹤0.01%
613,581
-1,070
1717
$5.63M ﹤0.01%
257,854
+151,895
1718
$5.63M ﹤0.01%
151,001
+34,054
1719
$5.62M ﹤0.01%
103,171
-18,921
1720
$5.61M ﹤0.01%
655,092
+57,462
1721
$5.6M ﹤0.01%
88,248
+6,267
1722
$5.58M ﹤0.01%
396,057
-35,288
1723
$5.57M ﹤0.01%
410,849
+90,834
1724
$5.56M ﹤0.01%
298,911
-23,798
1725
$5.56M ﹤0.01%
420,356
+1,716