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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2101
$3.19M ﹤0.01%
106,042
-5,642
2102
$3.19M ﹤0.01%
931,913
-783,674
2103
$3.18M ﹤0.01%
727,187
+188,243
2104
$3.18M ﹤0.01%
82,457
-75,635
2105
$3.17M ﹤0.01%
342,005
-77,435
2106
$3.17M ﹤0.01%
184,875
+17,176
2107
$3.15M ﹤0.01%
80,912
-98,853
2108
$3.15M ﹤0.01%
441,320
+287,939
2109
$3.15M ﹤0.01%
150,702
+727
2110
$3.14M ﹤0.01%
195,546
+1,156
2111
$3.14M ﹤0.01%
160,328
+13,552
2112
$3.13M ﹤0.01%
273,506
+163,188
2113
$3.13M ﹤0.01%
224,373
-3,305
2114
$3.13M ﹤0.01%
105,533
+2,623
2115
$3.13M ﹤0.01%
259,453
-55,712
2116
$3.12M ﹤0.01%
189,894
-23,429
2117
$3.12M ﹤0.01%
5,134
+254
2118
$3.12M ﹤0.01%
156,988
+2,434
2119
$3.12M ﹤0.01%
49,542
+6,304
2120
$3.11M ﹤0.01%
116,095
+1,566
2121
$3.11M ﹤0.01%
132,687
+9,530
2122
$3.11M ﹤0.01%
178,695
+9,552
2123
$3.11M ﹤0.01%
92,485
-3,642
2124
$3.1M ﹤0.01%
108,884
+11,502
2125
$3.09M ﹤0.01%
143,652
+3,612