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
1776
$5.13M ﹤0.01%
320,542
+4,791
1777
$5.12M ﹤0.01%
350,831
-8,462
1778
$5.12M ﹤0.01%
210,540
+52,557
1779
$5.1M ﹤0.01%
665,900
+5,912
1780
$5.09M ﹤0.01%
949,909
+742
1781
$5.08M ﹤0.01%
1,070,312
+201,904
1782
$5.08M ﹤0.01%
66,992
-6,318
1783
$5.08M ﹤0.01%
441,588
+16,109
1784
$5.08M ﹤0.01%
106,960
+5,660
1785
$5.08M ﹤0.01%
141,104
+16,603
1786
$5.07M ﹤0.01%
133,770
+14,849
1787
$5.06M ﹤0.01%
274,835
+39,985
1788
$5.06M ﹤0.01%
94,154
+11,070
1789
$5.06M ﹤0.01%
222,279
+10,134
1790
$5.03M ﹤0.01%
160,000
1791
$5.02M ﹤0.01%
400,997
-18,324
1792
$5.02M ﹤0.01%
62,257
-17,573
1793
$5.01M ﹤0.01%
201,402
-34,838
1794
$5.01M ﹤0.01%
272,031
+22,865
1795
$5.01M ﹤0.01%
188,381
+25,980
1796
$5.01M ﹤0.01%
134,147
+29,382
1797
$5.01M ﹤0.01%
208,956
+14,815
1798
$5.01M ﹤0.01%
134,405
-4,264
1799
$5M ﹤0.01%
122,444
+15,771
1800
$4.98M ﹤0.01%
300,200
+200