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
1901
$8.23M ﹤0.01%
219,871
-23,752
1902
$8.22M ﹤0.01%
132,682
-740
1903
$8.2M ﹤0.01%
49,707
-87,525
1904
$8.19M ﹤0.01%
383,658
-3,150
1905
$8.18M ﹤0.01%
155,099
-12,434
1906
$8.17M ﹤0.01%
24,848
+1,824
1907
$8.17M ﹤0.01%
551,845
+85,718
1908
$8.17M ﹤0.01%
240,169
-183,002
1909
$8.16M ﹤0.01%
370,037
+61,193
1910
$8.15M ﹤0.01%
511,713
-157,128
1911
$8.08M ﹤0.01%
100,580
-412,171
1912
$8.07M ﹤0.01%
82,206
-235,048
1913
$8.07M ﹤0.01%
1,048,876
+75,002
1914
$8.06M ﹤0.01%
220,944
+17,362
1915
$8.04M ﹤0.01%
8,284,971
-5,320,109
1916
$8.03M ﹤0.01%
38,533
+10,707
1917
$8.02M ﹤0.01%
199,122
+14,950
1918
$8.01M ﹤0.01%
714,683
+12,317
1919
$8.01M ﹤0.01%
260,952
+10,338
1920
$8.01M ﹤0.01%
588,561
-20,039
1921
$8.01M ﹤0.01%
1,189,717
-77,371
1922
$8M ﹤0.01%
500,245
+40,449
1923
$8M ﹤0.01%
278,231
+24,306
1924
$7.97M ﹤0.01%
462,309
+64,769
1925
$7.97M ﹤0.01%
1,561,873
-46,335