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
$296B
AUM Growth
+$16.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,729
New
Increased
Reduced
Closed

Top Buys

1 +$500M
2 +$362M
3 +$318M
4
NBIS
Nebius Group N.V.
NBIS
+$309M
5
WFC icon
Wells Fargo
WFC
+$305M

Top Sells

1 +$441M
2 +$363M
3 +$353M
4
BAC icon
Bank of America
BAC
+$339M
5
CCI icon
Crown Castle
CCI
+$261M

Sector Composition

1 Technology 18.97%
2 Consumer Discretionary 13.64%
3 Healthcare 13.26%
4 Financials 11.86%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$7.01M ﹤0.01%
946,332
-45,892
1777
$7.01M ﹤0.01%
157,754
+62,020
1778
$6.99M ﹤0.01%
225,212
-6,560
1779
$6.97M ﹤0.01%
344,062
+91,558
1780
$6.96M ﹤0.01%
318,767
-440,351
1781
$6.95M ﹤0.01%
114,770
+24,657
1782
$6.91M ﹤0.01%
2,940,380
+2,409,144
1783
$6.91M ﹤0.01%
2,315,588
-118,276,248
1784
$6.87M ﹤0.01%
438,430
-76,870
1785
$6.85M ﹤0.01%
1,070,302
-462,761
1786
$6.85M ﹤0.01%
892,698
-63,729
1787
$6.85M ﹤0.01%
465,402
-97,497
1788
$6.83M ﹤0.01%
394,384
-21,226
1789
$6.83M ﹤0.01%
1,064,392
-6,960
1790
$6.83M ﹤0.01%
1,741,959
-735,095
1791
$6.8M ﹤0.01%
228,673
+74,160
1792
$6.76M ﹤0.01%
885,107
-115,835
1793
$6.74M ﹤0.01%
450,443
-91,967
1794
$6.71M ﹤0.01%
6,525
+5,820
1795
$6.71M ﹤0.01%
161,242
+9,807
1796
$6.7M ﹤0.01%
442,631
+50,262
1797
$6.7M ﹤0.01%
64,225
+15,681
1798
$6.69M ﹤0.01%
454,106
-265,383
1799
$6.68M ﹤0.01%
494,054
+18,547
1800
$6.68M ﹤0.01%
260,372
-1,902