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
2126
$3.09M ﹤0.01%
34,799
-10,592
2127
$3.08M ﹤0.01%
108,339
+15,823
2128
$3.08M ﹤0.01%
268,010
+68,842
2129
$3.08M ﹤0.01%
83,769
-13,473
2130
$3.08M ﹤0.01%
179,004
+7,568
2131
$3.07M ﹤0.01%
169,556
+11,181
2132
$3.07M ﹤0.01%
348,612
+72,289
2133
$3.07M ﹤0.01%
128,692
+3,224
2134
$3.06M ﹤0.01%
192,651
+580
2135
$3.03M ﹤0.01%
+126,977
2136
$3.03M ﹤0.01%
65,733
+127
2137
$3.02M ﹤0.01%
86,399
-101,023
2138
$3.02M ﹤0.01%
162,328
+556
2139
$3.02M ﹤0.01%
207,078
+24,874
2140
$3.02M ﹤0.01%
462,814
+53,969
2141
$3M ﹤0.01%
185,280
-13,618
2142
$3M ﹤0.01%
54,331
-10,873
2143
$2.99M ﹤0.01%
285,680
+243,612
2144
$2.99M ﹤0.01%
105,949
+2,058
2145
$2.98M ﹤0.01%
153,177
-63,996
2146
$2.97M ﹤0.01%
135,417
+1,086
2147
$2.96M ﹤0.01%
98,011
+12,513
2148
$2.96M ﹤0.01%
76,020
+1,953
2149
$2.96M ﹤0.01%
186,796
+8,983
2150
$2.96M ﹤0.01%
121,588
-478