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
$392B
AUM Growth
-$22.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,161
New
Increased
Reduced
Closed

Top Buys

1 +$914M
2 +$677M
3 +$652M
4
AAPL icon
Apple
AAPL
+$642M
5
V icon
Visa
V
+$628M

Top Sells

1 +$940M
2 +$546M
3 +$418M
4
MAA icon
Mid-America Apartment Communities
MAA
+$369M
5
NTES icon
NetEase
NTES
+$330M

Sector Composition

1 Technology 19.91%
2 Financials 13.07%
3 Healthcare 12.68%
4 Consumer Discretionary 10.55%
5 Industrials 10.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$8.02M ﹤0.01%
43,271
-531
2027
$8.01M ﹤0.01%
465,770
-97,248
2028
$8M ﹤0.01%
434,743
-104,744
2029
$7.99M ﹤0.01%
468,540
+113,081
2030
$7.99M ﹤0.01%
206,540
+17,578
2031
$7.98M ﹤0.01%
227,670
+176,918
2032
$7.97M ﹤0.01%
171,904
-48,658
2033
$7.96M ﹤0.01%
46,602
+4,492
2034
$7.96M ﹤0.01%
265,934
+97,401
2035
$7.94M ﹤0.01%
93,654
-32,175
2036
$7.93M ﹤0.01%
81,163
-5,433
2037
$7.92M ﹤0.01%
1,091,342
-853,983
2038
$7.92M ﹤0.01%
1,859,212
-343,878
2039
$7.91M ﹤0.01%
76,170
-5,970
2040
$7.88M ﹤0.01%
714,533
-81,892
2041
$7.88M ﹤0.01%
181,216
+40,672
2042
$7.87M ﹤0.01%
1,189,715
+122,100
2043
$7.86M ﹤0.01%
1,802,958
+29,538
2044
$7.86M ﹤0.01%
147,636
-58,949
2045
$7.85M ﹤0.01%
265,208
+10,414
2046
$7.83M ﹤0.01%
180,100
-49,469
2047
$7.83M ﹤0.01%
585,394
-80,191
2048
$7.81M ﹤0.01%
+131,740
2049
$7.79M ﹤0.01%
163,509
+3,961
2050
$7.78M ﹤0.01%
1,326,925
-111,362