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
2051
$6.73M ﹤0.01%
138,000
-7,000
2052
$6.73M ﹤0.01%
430,913
+23,599
2053
$6.73M ﹤0.01%
99,317
-7,888
2054
$6.71M ﹤0.01%
68,217
-1,412
2055
$6.69M ﹤0.01%
86,983
-20,730
2056
$6.68M ﹤0.01%
75,315
-2,559
2057
$6.68M ﹤0.01%
479,176
-1,275,039
2058
$6.67M ﹤0.01%
640,038
+182,550
2059
$6.65M ﹤0.01%
450,563
-464,204
2060
$6.65M ﹤0.01%
212,151
-62,836
2061
$6.65M ﹤0.01%
78,311
-8,722
2062
$6.64M ﹤0.01%
591,755
+285,838
2063
$6.64M ﹤0.01%
1,576,347
+1,457,901
2064
$6.62M ﹤0.01%
129,758
+771
2065
$6.62M ﹤0.01%
343,139
-51,731
2066
$6.61M ﹤0.01%
85,907
+332
2067
$6.61M ﹤0.01%
615,048
+590,639
2068
$6.6M ﹤0.01%
35,251
+21,828
2069
$6.57M ﹤0.01%
29,774
+212
2070
$6.56M ﹤0.01%
135,525
-8,803
2071
$6.55M ﹤0.01%
225,435
-353,858
2072
$6.54M ﹤0.01%
+105,783
2073
$6.52M ﹤0.01%
237,830
+76,301
2074
$6.5M ﹤0.01%
326,506
+251,690
2075
$6.5M ﹤0.01%
536,391
+51,233