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
2226
$5.74M ﹤0.01%
+634,928
2227
$5.74M ﹤0.01%
68,827
-2,598
2228
$5.74M ﹤0.01%
728,069
+249,498
2229
$5.74M ﹤0.01%
468,666
+34,105
2230
$5.72M ﹤0.01%
149,730
+20,065
2231
$5.64M ﹤0.01%
571,416
-24,198
2232
$5.64M ﹤0.01%
337,396
-21,820
2233
$5.64M ﹤0.01%
266,426
+240,622
2234
$5.59M ﹤0.01%
34,433
-1,707
2235
$5.58M ﹤0.01%
54,809
-1,194
2236
$5.56M ﹤0.01%
319,573
-33,192
2237
$5.55M ﹤0.01%
615,932
-21,479
2238
$5.54M ﹤0.01%
596,075
-502,540
2239
$5.54M ﹤0.01%
382,129
-19,633
2240
$5.53M ﹤0.01%
1,062,930
+228,357
2241
$5.51M ﹤0.01%
474,920
-35,144
2242
$5.5M ﹤0.01%
120,934
-18,680
2243
$5.5M ﹤0.01%
177,267
-412,618
2244
$5.49M ﹤0.01%
274,433
-17,579
2245
$5.48M ﹤0.01%
600,524
-39,112
2246
$5.48M ﹤0.01%
570,542
-51,067
2247
$5.47M ﹤0.01%
230,344
+85,067
2248
$5.46M ﹤0.01%
87,317
+7,838
2249
$5.46M ﹤0.01%
332,495
+3,901
2250
$5.45M ﹤0.01%
405,199
-68,228