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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1926
$4.04M ﹤0.01%
+235,150
1927
$4.03M ﹤0.01%
244,544
+218
1928
$4.03M ﹤0.01%
198,821
+33,947
1929
$4.03M ﹤0.01%
273,132
+82,314
1930
$4.02M ﹤0.01%
369,216
-11,657
1931
$4M ﹤0.01%
291,441
-6,333
1932
$4M ﹤0.01%
291,699
+89,162
1933
$4M ﹤0.01%
430,545
+18,162
1934
$3.99M ﹤0.01%
306,609
+48,414
1935
$3.99M ﹤0.01%
193,912
-36,040
1936
$3.99M ﹤0.01%
791,290
+81,537
1937
$3.98M ﹤0.01%
136,203
-493,145
1938
$3.98M ﹤0.01%
8,212
-263
1939
$3.97M ﹤0.01%
149,390
+9,053
1940
$3.97M ﹤0.01%
24,425
+2,196
1941
$3.97M ﹤0.01%
379,459
+3,236
1942
$3.96M ﹤0.01%
138,153
+26,438
1943
$3.96M ﹤0.01%
318,886
-23,084
1944
$3.96M ﹤0.01%
320,323
-53,094
1945
$3.96M ﹤0.01%
267,929
+82,456
1946
$3.96M ﹤0.01%
113,342
+20,642
1947
$3.96M ﹤0.01%
108,487
+30,111
1948
$3.95M ﹤0.01%
66,134
+3,976
1949
$3.95M ﹤0.01%
219,567
+78,559
1950
$3.93M ﹤0.01%
144,118
-949