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
1851
$9.69M ﹤0.01%
2,654,980
+194,356
1852
$9.68M ﹤0.01%
1,776,804
1853
$9.67M ﹤0.01%
1,020,129
+488,870
1854
$9.67M ﹤0.01%
370,474
+14,676
1855
$9.66M ﹤0.01%
202,188
-74,897
1856
$9.63M ﹤0.01%
110,800
-10,850
1857
$9.6M ﹤0.01%
1,441,780
+159,153
1858
$9.58M ﹤0.01%
497,861
+421,826
1859
$9.58M ﹤0.01%
87,830
-1,318,131
1860
$9.58M ﹤0.01%
101,832
-13,252
1861
$9.56M ﹤0.01%
310,942
+118,351
1862
$9.55M ﹤0.01%
580,489
-12,078
1863
$9.55M ﹤0.01%
1,840,817
+16,377
1864
$9.54M ﹤0.01%
238,975
+34,353
1865
$9.53M ﹤0.01%
403,586
+208,463
1866
$9.52M ﹤0.01%
1,367,983
-4,463,094
1867
$9.49M ﹤0.01%
245,815
-45,243
1868
$9.49M ﹤0.01%
493,755
-38,747
1869
$9.47M ﹤0.01%
885,266
-708,357
1870
$9.47M ﹤0.01%
889,902
+382
1871
$9.46M ﹤0.01%
455,289
-45,023
1872
$9.45M ﹤0.01%
1,599,047
+867,870
1873
$9.43M ﹤0.01%
145,802
+46,846
1874
$9.4M ﹤0.01%
512,320
-45,744
1875
$9.35M ﹤0.01%
183,030
+11,439