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
1851
$6.08M ﹤0.01%
357,784
-200,647
1852
$6.06M ﹤0.01%
355,596
+14,527
1853
$6.06M ﹤0.01%
159,707
-16,688
1854
$6.06M ﹤0.01%
1,009,843
+103,310
1855
$6.03M ﹤0.01%
140,779
-1,719
1856
$6.02M ﹤0.01%
547,632
-147,553
1857
$6.02M ﹤0.01%
425,836
-13,190
1858
$6M ﹤0.01%
431,195
-51,186
1859
$5.99M ﹤0.01%
227,861
+1,261
1860
$5.97M ﹤0.01%
91,289
-202,509
1861
$5.95M ﹤0.01%
310,892
-11,894
1862
$5.93M ﹤0.01%
718,159
+20,444
1863
$5.9M ﹤0.01%
234,671
+3,374
1864
$5.9M ﹤0.01%
1,474,270
-819,263
1865
$5.89M ﹤0.01%
142,612
-106,319
1866
$5.88M ﹤0.01%
+120,000
1867
$5.87M ﹤0.01%
620,656
+562,474
1868
$5.84M ﹤0.01%
226,569
+15,495
1869
$5.8M ﹤0.01%
130,292
+4,298
1870
$5.79M ﹤0.01%
56,873
+167
1871
$5.78M ﹤0.01%
305,787
-33,542
1872
$5.76M ﹤0.01%
206,040
+165,685
1873
$5.76M ﹤0.01%
275,007
-21,781
1874
$5.76M ﹤0.01%
504,995
-2,510
1875
$5.75M ﹤0.01%
357,415
+319,168