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
1851
$11.3M ﹤0.01%
542,707
-141,955
1852
$11.3M ﹤0.01%
927,521
-715,282
1853
$11.3M ﹤0.01%
2,463,180
+262,536
1854
$11.3M ﹤0.01%
276,072
+588
1855
$11.3M ﹤0.01%
112,634
+73,508
1856
$11.2M ﹤0.01%
238,596
-168,650
1857
$11.2M ﹤0.01%
51,451
+5,579
1858
$11.2M ﹤0.01%
349,980
+766
1859
$11.2M ﹤0.01%
156,691
+28,481
1860
$11.1M ﹤0.01%
138,373
-50,134
1861
$11.1M ﹤0.01%
223,845
-36,847
1862
$11.1M ﹤0.01%
473,277
-13,987
1863
$11.1M ﹤0.01%
306,524
-44,756
1864
$11M ﹤0.01%
187,902
-180,433
1865
$11M ﹤0.01%
279,615
-791,103
1866
$11M ﹤0.01%
61,728
-392
1867
$11M ﹤0.01%
119,483
+17,906
1868
$11M ﹤0.01%
201,160
-74,730
1869
$11M ﹤0.01%
346,477
+125,140
1870
$10.9M ﹤0.01%
315,533
+81,610
1871
$10.9M ﹤0.01%
3,025,677
-949,709
1872
$10.9M ﹤0.01%
643,487
+13,565
1873
$10.9M ﹤0.01%
217,971
-56,159
1874
$10.8M ﹤0.01%
820,545
+15,933
1875
$10.8M ﹤0.01%
130,975
-12,919