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
2076
$7.47M ﹤0.01%
592,979
+50,007
2077
$7.46M ﹤0.01%
412,982
-1,961,253
2078
$7.45M ﹤0.01%
285,375
+10,032
2079
$7.45M ﹤0.01%
88,785
+1,453
2080
$7.44M ﹤0.01%
743,108
-256,057
2081
$7.43M ﹤0.01%
789,859
-56,343
2082
$7.42M ﹤0.01%
118,123
+26,428
2083
$7.4M ﹤0.01%
265,255
+55,997
2084
$7.39M ﹤0.01%
77,615
+20,037
2085
$7.38M ﹤0.01%
1,537,303
+8,304
2086
$7.37M ﹤0.01%
400,914
-229,149
2087
$7.34M ﹤0.01%
213,519
-149,368
2088
$7.33M ﹤0.01%
229,142
+158,239
2089
$7.31M ﹤0.01%
147,944
-456,110
2090
$7.3M ﹤0.01%
220,017
+10,482
2091
$7.3M ﹤0.01%
326,387
-24,306
2092
$7.3M ﹤0.01%
322,863
-1,956,079
2093
$7.26M ﹤0.01%
173,843
+13,568
2094
$7.25M ﹤0.01%
256,837
+90,953
2095
$7.23M ﹤0.01%
88,345
-5,138
2096
$7.23M ﹤0.01%
391,675
-15,132
2097
$7.22M ﹤0.01%
103,727
+11,797
2098
$7.2M ﹤0.01%
217,820
-86,315
2099
$7.18M ﹤0.01%
357,493
+106,178
2100
$7.17M ﹤0.01%
342,396
-157,843