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
2251
$5.44M ﹤0.01%
381,928
-9,462
2252
$5.42M ﹤0.01%
301,582
-36,670
2253
$5.41M ﹤0.01%
205,737
-1,122,594
2254
$5.41M ﹤0.01%
325,704
+48,486
2255
$5.41M ﹤0.01%
2,002,318
2256
$5.4M ﹤0.01%
205,397
-9,501
2257
$5.39M ﹤0.01%
253,073
-10,371
2258
$5.38M ﹤0.01%
129,368
+41,268
2259
$5.36M ﹤0.01%
927,801
-78,810
2260
$5.36M ﹤0.01%
426,369
-115,135
2261
$5.34M ﹤0.01%
245,903
-9,812
2262
$5.34M ﹤0.01%
136,631
-27,324
2263
$5.31M ﹤0.01%
62,529
+21,375
2264
$5.31M ﹤0.01%
121,132
+8,343
2265
$5.3M ﹤0.01%
509,406
+8,758
2266
$5.3M ﹤0.01%
274,053
+23,194
2267
$5.29M ﹤0.01%
39,848
+1,803
2268
$5.28M ﹤0.01%
223,460
+115,993
2269
$5.27M ﹤0.01%
94,444
+15,407
2270
$5.27M ﹤0.01%
546,259
+5,212
2271
$5.25M ﹤0.01%
766,696
+38,744
2272
$5.24M ﹤0.01%
212,075
-5,869
2273
$5.24M ﹤0.01%
302,970
+44,643
2274
$5.22M ﹤0.01%
2,037,390
+1,264
2275
$5.2M ﹤0.01%
43,800
+2,387