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
$392B
AUM Growth
-$22.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,161
New
Increased
Reduced
Closed

Top Buys

1 +$914M
2 +$677M
3 +$652M
4
AAPL icon
Apple
AAPL
+$642M
5
V icon
Visa
V
+$628M

Top Sells

1 +$940M
2 +$546M
3 +$418M
4
MAA icon
Mid-America Apartment Communities
MAA
+$369M
5
NTES icon
NetEase
NTES
+$330M

Sector Composition

1 Technology 19.91%
2 Financials 13.07%
3 Healthcare 12.68%
4 Consumer Discretionary 10.55%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$12.8M ﹤0.01%
512,106
-149,133
1777
$12.8M ﹤0.01%
819,418
-88,217
1778
$12.8M ﹤0.01%
227,171
+20,264
1779
$12.7M ﹤0.01%
113,075
-275,283
1780
$12.7M ﹤0.01%
159,705
+4,604
1781
$12.7M ﹤0.01%
1,824,282
+299,227
1782
$12.6M ﹤0.01%
123,799
+2,598
1783
$12.6M ﹤0.01%
217,500
-4,461
1784
$12.6M ﹤0.01%
3,326,358
-75,222
1785
$12.6M ﹤0.01%
134,180
+83,097
1786
$12.6M ﹤0.01%
238,562
-51,833
1787
$12.6M ﹤0.01%
188,032
+54,966
1788
$12.5M ﹤0.01%
72,592
-627
1789
$12.5M ﹤0.01%
569,610
-22,999
1790
$12.5M ﹤0.01%
125,269
1791
$12.5M ﹤0.01%
310,724
+162,693
1792
$12.5M ﹤0.01%
886,092
-51,198
1793
$12.4M ﹤0.01%
151,361
+135,885
1794
$12.4M ﹤0.01%
325,037
-868,135
1795
$12.3M ﹤0.01%
880,604
+455,504
1796
$12.3M ﹤0.01%
693,893
-66,536
1797
$12.3M ﹤0.01%
285,596
+11,466
1798
$12.3M ﹤0.01%
917,940
+11,697
1799
$12.2M ﹤0.01%
548,956
-6,027,338
1800
$12.2M ﹤0.01%
1,137,630
+35,820