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
2051
$6.26M ﹤0.01%
229,152
-522,927
2052
$6.25M ﹤0.01%
415,024
-781,560
2053
$6.25M ﹤0.01%
428,350
-16,322
2054
$6.22M ﹤0.01%
319,102
+36,951
2055
$6.22M ﹤0.01%
113,893
-91,142
2056
$6.21M ﹤0.01%
527,286
-109,224
2057
$6.21M ﹤0.01%
137,283
+12,219
2058
$6.2M ﹤0.01%
653,165
-208,419
2059
$6.19M ﹤0.01%
338,795
-95,352
2060
$6.19M ﹤0.01%
268,471
+54,237
2061
$6.19M ﹤0.01%
214,286
+154,940
2062
$6.17M ﹤0.01%
494,431
+15,271
2063
$6.16M ﹤0.01%
580,893
+75,823
2064
$6.14M ﹤0.01%
66,762
+131
2065
$6.14M ﹤0.01%
533,497
-6,369
2066
$6.13M ﹤0.01%
124,041
+6,222
2067
$6.12M ﹤0.01%
212,864
-19,657
2068
$6.11M ﹤0.01%
119,700
+300
2069
$6.1M ﹤0.01%
103,891
+28,032
2070
$6.06M ﹤0.01%
237,807
+75,097
2071
$6.05M ﹤0.01%
437,097
-72,883
2072
$6.05M ﹤0.01%
146,623
+1,981
2073
$6.02M ﹤0.01%
406,516
+2,304
2074
$5.99M ﹤0.01%
112,000
-13,000
2075
$5.98M ﹤0.01%
200,189
+58,616