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
1776
$10.9M ﹤0.01%
589,223
-83,119
1777
$10.9M ﹤0.01%
226,652
+124,549
1778
$10.9M ﹤0.01%
197,545
-22,814
1779
$10.9M ﹤0.01%
62,240
-5,365
1780
$10.9M ﹤0.01%
1,121,556
+29,708
1781
$10.9M ﹤0.01%
446,216
-64,184
1782
$10.8M ﹤0.01%
613,601
+502,684
1783
$10.8M ﹤0.01%
226,305
+17,232
1784
$10.8M ﹤0.01%
167,098
-4,097
1785
$10.8M ﹤0.01%
76,448
-35,197
1786
$10.8M ﹤0.01%
523,013
-4,481
1787
$10.8M ﹤0.01%
150,949
-2,497
1788
$10.7M ﹤0.01%
56,206
-4,755
1789
$10.7M ﹤0.01%
674,920
-32,253
1790
$10.7M ﹤0.01%
348,182
+267
1791
$10.7M ﹤0.01%
1,173,069
+2,294
1792
$10.7M ﹤0.01%
251,006
+220,088
1793
$10.7M ﹤0.01%
123,433
-15,430
1794
$10.6M ﹤0.01%
691,230
+335,661
1795
$10.6M ﹤0.01%
56,805
-13,770
1796
$10.5M ﹤0.01%
769,284
+211,503
1797
$10.5M ﹤0.01%
529,367
+41,712
1798
$10.5M ﹤0.01%
78,028
-15,873
1799
$10.5M ﹤0.01%
+963,709
1800
$10.5M ﹤0.01%
1,521,242
+266,696