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
$358B
AUM Growth
+$17.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$666M
2 +$652M
3 +$469M
4
AMZN icon
Amazon
AMZN
+$383M
5
CRM icon
Salesforce
CRM
+$373M

Top Sells

1 +$783M
2 +$398M
3 +$397M
4
NBIS
Nebius Group N.V.
NBIS
+$376M
5
ONC
BeOne Medicines Ltd
ONC
+$290M

Sector Composition

1 Technology 20.68%
2 Healthcare 12.92%
3 Financials 11.76%
4 Industrials 11.07%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$8.49M ﹤0.01%
36,642
+2,788
1877
$8.48M ﹤0.01%
534,608
-21,415
1878
$8.47M ﹤0.01%
372,786
-6,402
1879
$8.46M ﹤0.01%
178,872
-9,589
1880
$8.43M ﹤0.01%
103,942
-590,436
1881
$8.43M ﹤0.01%
312,310
+21,099
1882
$8.42M ﹤0.01%
260,383
-63,165
1883
$8.41M ﹤0.01%
154,166
+9,041
1884
$8.41M ﹤0.01%
766,942
+110,019
1885
$8.4M ﹤0.01%
303,276
+50,862
1886
$8.38M ﹤0.01%
434,224
+28,016
1887
$8.37M ﹤0.01%
99,574
+968
1888
$8.37M ﹤0.01%
83,927
-75,519
1889
$8.37M ﹤0.01%
97,944
-48,078
1890
$8.34M ﹤0.01%
1,308,845
+1,076,253
1891
$8.33M ﹤0.01%
279,970
-9,862
1892
$8.32M ﹤0.01%
954,627
+815,494
1893
$8.32M ﹤0.01%
46,705
+4,353
1894
$8.31M ﹤0.01%
215,911
-60,070
1895
$8.29M ﹤0.01%
252,785
-136,795
1896
$8.28M ﹤0.01%
186,889
+1,373
1897
$8.27M ﹤0.01%
425,080
+10,261
1898
$8.25M ﹤0.01%
258,045
-39,171
1899
$8.24M ﹤0.01%
382,879
-25,664
1900
$8.23M ﹤0.01%
376,264
+83,517