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
$358B
AUM Growth
+$17.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$666M
2 +$652M
3 +$469M
4
AMZN icon
Amazon
AMZN
+$383M
5
CRM icon
Salesforce
CRM
+$373M

Top Sells

1 +$783M
2 +$398M
3 +$397M
4
NBIS
Nebius Group N.V.
NBIS
+$376M
5
ONC
BeOne Medicines Ltd
ONC
+$290M

Sector Composition

1 Technology 20.68%
2 Healthcare 12.92%
3 Financials 11.76%
4 Industrials 11.07%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2201
$4.5M ﹤0.01%
251,386
-27,621
2202
$4.49M ﹤0.01%
490,554
+122,641
2203
$4.47M ﹤0.01%
657,826
-49,212
2204
$4.47M ﹤0.01%
305,279
-225,692
2205
$4.46M ﹤0.01%
58,535
+18,211
2206
$4.46M ﹤0.01%
934,941
-22,600
2207
$4.45M ﹤0.01%
269,581
-75,157
2208
$4.44M ﹤0.01%
210,153
+190,006
2209
$4.43M ﹤0.01%
138,106
+14,944
2210
$4.43M ﹤0.01%
220,122
+616
2211
$4.43M ﹤0.01%
228,500
+46,629
2212
$4.43M ﹤0.01%
101,082
+3,796
2213
$4.42M ﹤0.01%
522,340
-113,933
2214
$4.42M ﹤0.01%
210,518
-10,915
2215
$4.42M ﹤0.01%
288,628
-13,064
2216
$4.4M ﹤0.01%
314,858
+185,802
2217
$4.4M ﹤0.01%
137,167
+26,336
2218
$4.37M ﹤0.01%
835,727
-244,322
2219
$4.37M ﹤0.01%
482,133
+357,766
2220
$4.36M ﹤0.01%
73,989
-31,911
2221
$4.36M ﹤0.01%
245,695
+55,649
2222
$4.36M ﹤0.01%
244,190
+53,005
2223
$4.35M ﹤0.01%
383,368
+127,388
2224
$4.34M ﹤0.01%
15,972
-1,599
2225
$4.34M ﹤0.01%
155,829
-27,767