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
2276
$5.18M ﹤0.01%
139,992
+7,750
2277
$5.17M ﹤0.01%
26,660
+556
2278
$5.17M ﹤0.01%
436,055
+345,198
2279
$5.16M ﹤0.01%
111,926
+27,146
2280
$5.16M ﹤0.01%
99,290
+4,587
2281
$5.12M ﹤0.01%
78,543
-22,816
2282
$5.11M ﹤0.01%
85,323
+6,151
2283
$5.1M ﹤0.01%
296,221
+1,414
2284
$5.09M ﹤0.01%
246,950
+12,512
2285
$5.09M ﹤0.01%
322,402
+86,337
2286
$5.08M ﹤0.01%
601,308
+10,557
2287
$5.08M ﹤0.01%
1,273,011
+203,297
2288
$5.08M ﹤0.01%
128,304
-14,631
2289
$5.07M ﹤0.01%
198,729
+31,432
2290
$5.04M ﹤0.01%
240,325
+9,138
2291
$5.03M ﹤0.01%
183,088
+58,431
2292
$5.03M ﹤0.01%
380,417
+671
2293
$5.02M ﹤0.01%
189,085
-373,542
2294
$5.02M ﹤0.01%
57,150
-25,818
2295
$4.99M ﹤0.01%
144,649
-136,434
2296
$4.99M ﹤0.01%
89,742
2297
$4.98M ﹤0.01%
146,742
-39,104
2298
$4.97M ﹤0.01%
198,049
+13,009
2299
$4.97M ﹤0.01%
62,314
-2,584
2300
$4.96M ﹤0.01%
140,183
+29,184