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
$296B
AUM Growth
+$16.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,729
New
Increased
Reduced
Closed

Top Buys

1 +$500M
2 +$362M
3 +$318M
4
NBIS
Nebius Group N.V.
NBIS
+$309M
5
WFC icon
Wells Fargo
WFC
+$305M

Top Sells

1 +$441M
2 +$363M
3 +$353M
4
BAC icon
Bank of America
BAC
+$339M
5
CCI icon
Crown Castle
CCI
+$261M

Sector Composition

1 Technology 18.97%
2 Consumer Discretionary 13.64%
3 Healthcare 13.26%
4 Financials 11.86%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$4.89M ﹤0.01%
171,813
-2,409
1952
$4.88M ﹤0.01%
251,962
-4,020
1953
$4.87M ﹤0.01%
384,454
-12,812
1954
$4.87M ﹤0.01%
249,142
+20,365
1955
$4.86M ﹤0.01%
155,001
+3,421
1956
$4.84M ﹤0.01%
112,527
-224,930
1957
$4.83M ﹤0.01%
267,503
+185,931
1958
$4.82M ﹤0.01%
76,181
-30,930
1959
$4.81M ﹤0.01%
73,388
-4,031
1960
$4.8M ﹤0.01%
575,416
-30,050
1961
$4.79M ﹤0.01%
5,386,879
-64,297
1962
$4.79M ﹤0.01%
271,864
-19,642
1963
$4.78M ﹤0.01%
228,250
-5,579
1964
$4.78M ﹤0.01%
311,182
-26,029
1965
$4.77M ﹤0.01%
119,472
-1,019
1966
$4.76M ﹤0.01%
206,966
+41,540
1967
$4.73M ﹤0.01%
101,065
+47,034
1968
$4.72M ﹤0.01%
1,061,279
+108,277
1969
$4.71M ﹤0.01%
+331,917
1970
$4.69M ﹤0.01%
349,669
-54,096
1971
$4.67M ﹤0.01%
+251,348
1972
$4.66M ﹤0.01%
25,931
+3,849
1973
$4.66M ﹤0.01%
851,230
-36,225
1974
$4.65M ﹤0.01%
362,703
-58,916
1975
$4.65M ﹤0.01%
331,305
-74,696