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
1701
$12.5M ﹤0.01%
1,223,112
+177,067
1702
$12.4M ﹤0.01%
155,619
+602
1703
$12.4M ﹤0.01%
57,932
+23,037
1704
$12.4M ﹤0.01%
299,279
+14,747
1705
$12.3M ﹤0.01%
417,785
-64,910
1706
$12.3M ﹤0.01%
614,140
-30,476
1707
$12.3M ﹤0.01%
1,041,930
+565,719
1708
$12.3M ﹤0.01%
761,686
+182,650
1709
$12.3M ﹤0.01%
2,009,378
+1,995,817
1710
$12.2M ﹤0.01%
191,006
+21,194
1711
$12.2M ﹤0.01%
758,321
-261,685
1712
$12.2M ﹤0.01%
724,796
+614,075
1713
$12.2M ﹤0.01%
1,088,992
+687,639
1714
$12.2M ﹤0.01%
549,829
+167,701
1715
$12.2M ﹤0.01%
920,089
+82,053
1716
$12.1M ﹤0.01%
1,237,705
+190,900
1717
$12.1M ﹤0.01%
95,199
+9,853
1718
$12.1M ﹤0.01%
426,359
+113,371
1719
$12M ﹤0.01%
447,824
+221,683
1720
$12M ﹤0.01%
148,972
+12,440
1721
$12M ﹤0.01%
279,197
-1,497,514
1722
$12M ﹤0.01%
880,818
+11,317
1723
$12M ﹤0.01%
537,811
+491,171
1724
$11.9M ﹤0.01%
646,222
+487,886
1725
$11.9M ﹤0.01%
385,293
-157,166