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
2101
$6.16M ﹤0.01%
145,000
2102
$6.14M ﹤0.01%
336,885
+16,067
2103
$6.14M ﹤0.01%
190,377
-113,597
2104
$6.11M ﹤0.01%
642,657
-85,844
2105
$6.1M ﹤0.01%
2,675,226
+2,658,099
2106
$6.1M ﹤0.01%
208,914
+29,800
2107
$6.09M ﹤0.01%
282,325
+223,447
2108
$6.08M ﹤0.01%
140,045
-13,137
2109
$6.08M ﹤0.01%
103,837
-454,481
2110
$6.06M ﹤0.01%
88,184
+3,268
2111
$6.05M ﹤0.01%
432,739
-16,565
2112
$6.04M ﹤0.01%
561,751
+7,480
2113
$6.02M ﹤0.01%
572,867
+17,608
2114
$6.02M ﹤0.01%
79,583
+73,145
2115
$6.02M ﹤0.01%
143,740
-50,623
2116
$6M ﹤0.01%
312,498
+11,040
2117
$5.98M ﹤0.01%
129,801
+103,656
2118
$5.97M ﹤0.01%
3,598,416
+191,582
2119
$5.96M ﹤0.01%
+110,441
2120
$5.94M ﹤0.01%
836,487
-281,590
2121
$5.93M ﹤0.01%
394,425
-19,145
2122
$5.92M ﹤0.01%
241,529
+46
2123
$5.92M ﹤0.01%
+128,178
2124
$5.89M ﹤0.01%
194,975
-111,003
2125
$5.88M ﹤0.01%
91,266
-4,995