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
1876
$10.8M ﹤0.01%
381,240
+8,263
1877
$10.8M ﹤0.01%
328,721
+99,213
1878
$10.7M ﹤0.01%
356,627
+30,036
1879
$10.7M ﹤0.01%
+1,300,039
1880
$10.7M ﹤0.01%
247,306
-197,037
1881
$10.7M ﹤0.01%
740,907
+448,351
1882
$10.7M ﹤0.01%
423,690
+89,474
1883
$10.7M ﹤0.01%
633,507
+590,773
1884
$10.6M ﹤0.01%
33,706
-16,364
1885
$10.6M ﹤0.01%
51,427
-60,376
1886
$10.6M ﹤0.01%
192,136
-40,000
1887
$10.5M ﹤0.01%
472,571
+208,968
1888
$10.5M ﹤0.01%
403,441
+4,335
1889
$10.5M ﹤0.01%
287,775
+27,879
1890
$10.5M ﹤0.01%
200,000
1891
$10.5M ﹤0.01%
186,822
-263,640
1892
$10.5M ﹤0.01%
871,607
-148,776
1893
$10.4M ﹤0.01%
497,156
-128,059
1894
$10.4M ﹤0.01%
482,340
-25,326
1895
$10.4M ﹤0.01%
43,246
-9,621
1896
$10.4M ﹤0.01%
687,453
1897
$10.4M ﹤0.01%
257,116
+181,325
1898
$10.3M ﹤0.01%
160,948
+5,623
1899
$10.3M ﹤0.01%
399,357
-111,844
1900
$10.3M ﹤0.01%
416,530
-340,184