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
2201
$6.04M ﹤0.01%
377,141
+264,484
2202
$6.04M ﹤0.01%
20,101
+17,498
2203
$6.01M ﹤0.01%
1,204,063
-89,666
2204
$6M ﹤0.01%
383,961
-130,496
2205
$5.99M ﹤0.01%
88,040
+509
2206
$5.98M ﹤0.01%
94,626
+19,711
2207
$5.97M ﹤0.01%
472,742
+280,141
2208
$5.97M ﹤0.01%
114,878
-54,592
2209
$5.96M ﹤0.01%
137,075
+9,482
2210
$5.95M ﹤0.01%
88,951
+19,874
2211
$5.93M ﹤0.01%
200,000
2212
$5.93M ﹤0.01%
239,626
-172,390
2213
$5.92M ﹤0.01%
976,039
+46,882
2214
$5.92M ﹤0.01%
92,408
-17,236
2215
$5.91M ﹤0.01%
48,874
+2,553
2216
$5.9M ﹤0.01%
185,564
+326
2217
$5.89M ﹤0.01%
24,536
-7,467
2218
$5.87M ﹤0.01%
120,766
-17,811
2219
$5.87M ﹤0.01%
292,871
+21,784
2220
$5.84M ﹤0.01%
114,196
+4,716
2221
$5.83M ﹤0.01%
70,328
+9,986
2222
$5.82M ﹤0.01%
129,371
-40,714
2223
$5.78M ﹤0.01%
268,310
-57,444
2224
$5.76M ﹤0.01%
1,799,176
+198,331
2225
$5.75M ﹤0.01%
61,374
+613