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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$2.4M ﹤0.01%
130,212
+13,028
2277
$2.39M ﹤0.01%
84,143
+3,298
2278
$2.39M ﹤0.01%
42,542
+18,628
2279
$2.39M ﹤0.01%
43,623
-584
2280
$2.39M ﹤0.01%
82,492
-3,564
2281
$2.39M ﹤0.01%
69,904
+11,936
2282
$2.38M ﹤0.01%
213,171
+2,690
2283
$2.38M ﹤0.01%
176,072
+19,814
2284
$2.37M ﹤0.01%
158,428
+58,825
2285
$2.37M ﹤0.01%
251,990
-28,649
2286
$2.37M ﹤0.01%
151,211
+17,674
2287
$2.37M ﹤0.01%
216,794
+4,242
2288
$2.37M ﹤0.01%
89,116
+1,625
2289
$2.36M ﹤0.01%
172,581
+21,656
2290
$2.36M ﹤0.01%
45,006
-769
2291
$2.36M ﹤0.01%
81,500
-5,752
2292
$2.35M ﹤0.01%
576,567
+489,488
2293
$2.35M ﹤0.01%
154,319
-4,473
2294
$2.35M ﹤0.01%
396,049
-22,178
2295
$2.33M ﹤0.01%
76,814
+328
2296
$2.33M ﹤0.01%
179,316
+9,295
2297
$2.33M ﹤0.01%
19,477
+1,075
2298
$2.33M ﹤0.01%
115,858
-143,938
2299
$2.32M ﹤0.01%
45,321
+5,030
2300
$2.32M ﹤0.01%
25,624
-219,884