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
1801
$6.67M ﹤0.01%
1,581,250
-327,574
1802
$6.6M ﹤0.01%
262,129
-17,628
1803
$6.58M ﹤0.01%
586,375
+27,088
1804
$6.58M ﹤0.01%
130,054
-1,122
1805
$6.58M ﹤0.01%
874,935
+365,072
1806
$6.54M ﹤0.01%
493,979
-82,514
1807
$6.53M ﹤0.01%
500,818
-453,961
1808
$6.52M ﹤0.01%
166,273
+32,577
1809
$6.48M ﹤0.01%
128,270
-1,810
1810
$6.45M ﹤0.01%
382,797
+37,896
1811
$6.43M ﹤0.01%
598,478
-58,049
1812
$6.43M ﹤0.01%
232,000
-133,440
1813
$6.42M ﹤0.01%
+141,418
1814
$6.4M ﹤0.01%
496,027
+74,054
1815
$6.4M ﹤0.01%
92,682
+1,635
1816
$6.39M ﹤0.01%
+450,000
1817
$6.37M ﹤0.01%
2,710,947
+121,327
1818
$6.36M ﹤0.01%
664,772
-93,844
1819
$6.34M ﹤0.01%
129,050
-16,386
1820
$6.34M ﹤0.01%
254,272
-13,676
1821
$6.33M ﹤0.01%
194,983
-576,900
1822
$6.33M ﹤0.01%
223,280
+17,813
1823
$6.33M ﹤0.01%
270,884
+9,173
1824
$6.31M ﹤0.01%
350,812
-13,542
1825
$6.31M ﹤0.01%
337,412
-46,907