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
$230B
AUM Growth
+$15.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,461
New
Increased
Reduced
Closed

Top Buys

1 +$311M
2 +$293M
3 +$283M
4
TSLA icon
Tesla
TSLA
+$250M
5
GM icon
General Motors
GM
+$238M

Top Sells

1 +$1.67B
2 +$809M
3 +$428M
4
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$319M
5
GE icon
GE Aerospace
GE
+$272M

Sector Composition

1 Technology 16.29%
2 Financials 11.8%
3 Healthcare 11.77%
4 Communication Services 8.81%
5 Real Estate 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$274M 0.12%
6,399,249
+2,961,119
202
$271M 0.12%
4,403,216
-520,660
203
$271M 0.12%
2,840,141
+35,406
204
$270M 0.12%
2,034,630
+1,062,106
205
$268M 0.12%
9,792,028
-133,552
206
$266M 0.12%
10,084,254
+2,523,750
207
$264M 0.11%
6,505,443
+290,682
208
$264M 0.11%
6,053,576
-85,508
209
$263M 0.11%
6,469,131
+1,773,552
210
$260M 0.11%
30,567,855
+3,918,840
211
$260M 0.11%
5,002,117
+1,277,370
212
$258M 0.11%
4,841,513
+46,570
213
$257M 0.11%
29,962,032
+5,004,882
214
$257M 0.11%
3,189,703
+86,016
215
$256M 0.11%
4,684,828
-209,709
216
$253M 0.11%
4,145,202
-372,935
217
$253M 0.11%
4,979,228
+65,002
218
$253M 0.11%
6,893,143
-247,339
219
$249M 0.11%
2,490,834
-172,341
220
$248M 0.11%
5,662,639
-281,519
221
$248M 0.11%
2,645,739
+258,262
222
$247M 0.11%
5,277,266
-135,550
223
$246M 0.11%
14,863,991
-2,228,041
224
$245M 0.11%
3,930,670
+675,284
225
$245M 0.11%
55,480,110
+969,850