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
1826
$11.8M ﹤0.01%
398,923
+42,097
1827
$11.8M ﹤0.01%
461,768
-7,935
1828
$11.8M ﹤0.01%
791,121
+200,782
1829
$11.8M ﹤0.01%
711,621
+197,900
1830
$11.8M ﹤0.01%
36,210
-150,401
1831
$11.8M ﹤0.01%
752,346
-187,881
1832
$11.7M ﹤0.01%
208,935
-140,501
1833
$11.7M ﹤0.01%
438,682
+79,329
1834
$11.7M ﹤0.01%
7,532,241
+614,100
1835
$11.7M ﹤0.01%
148,242
+13,331
1836
$11.7M ﹤0.01%
827,940
-11,135,043
1837
$11.6M ﹤0.01%
371,389
+38,800
1838
$11.6M ﹤0.01%
471,822
+107,312
1839
$11.6M ﹤0.01%
274,158
-14,513
1840
$11.5M ﹤0.01%
286,841
+65,852
1841
$11.5M ﹤0.01%
475,866
+409,120
1842
$11.5M ﹤0.01%
83,446
-7,146
1843
$11.5M ﹤0.01%
+746,428
1844
$11.5M ﹤0.01%
586,561
-8,603
1845
$11.4M ﹤0.01%
316,061
+196,226
1846
$11.4M ﹤0.01%
414,730
+63,088
1847
$11.4M ﹤0.01%
153,655
+104,067
1848
$11.4M ﹤0.01%
896,333
+69,654
1849
$11.3M ﹤0.01%
1,003,421
-94,839
1850
$11.3M ﹤0.01%
41,482
+7,583