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
1926
$8.56M ﹤0.01%
490,814
+226,566
1927
$8.55M ﹤0.01%
247,334
-222,075
1928
$8.53M ﹤0.01%
655,586
-763,851
1929
$8.48M ﹤0.01%
575,869
+80,530
1930
$8.47M ﹤0.01%
223,316
+18,213
1931
$8.46M ﹤0.01%
4,349
+205
1932
$8.44M ﹤0.01%
3,961,363
-510,271
1933
$8.43M ﹤0.01%
778,190
+64,635
1934
$8.41M ﹤0.01%
201,540
+8,052
1935
$8.33M ﹤0.01%
238,948
-536,155
1936
$8.33M ﹤0.01%
1,940,748
+1,823,695
1937
$8.31M ﹤0.01%
+223,977
1938
$8.28M ﹤0.01%
248,507
+182,634
1939
$8.28M ﹤0.01%
1,682,286
+1,644,614
1940
$8.25M ﹤0.01%
90,847
+4,942
1941
$8.24M ﹤0.01%
81,130
+583
1942
$8.23M ﹤0.01%
700,171
+674,940
1943
$8.22M ﹤0.01%
412,591
-7,118
1944
$8.21M ﹤0.01%
209,554
-6,268
1945
$8.19M ﹤0.01%
123,434
-70,516
1946
$8.17M ﹤0.01%
158,469
-10,409
1947
$8.15M ﹤0.01%
139,166
+114,768
1948
$8.15M ﹤0.01%
130,000
+10,000
1949
$8.15M ﹤0.01%
258,520
+16,717
1950
$8.15M ﹤0.01%
252,332
+16,267