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
2301
$2.31M ﹤0.01%
242,308
+40,843
2302
$2.29M ﹤0.01%
191,999
-37,909
2303
$2.29M ﹤0.01%
465,655
+81,935
2304
$2.29M ﹤0.01%
201,384
+685
2305
$2.29M ﹤0.01%
45,758
-62,054
2306
$2.28M ﹤0.01%
30,317
-13,044
2307
$2.28M ﹤0.01%
27,395
+20,747
2308
$2.28M ﹤0.01%
77,227
+6,033
2309
$2.28M ﹤0.01%
289,389
-721
2310
$2.28M ﹤0.01%
55,786
-2,381
2311
$2.27M ﹤0.01%
69,465
+823
2312
$2.27M ﹤0.01%
+113,903
2313
$2.27M ﹤0.01%
62,169
-25,918
2314
$2.26M ﹤0.01%
106,392
-764
2315
$2.26M ﹤0.01%
398,490
-28,587
2316
$2.26M ﹤0.01%
238,830
-8,770
2317
$2.26M ﹤0.01%
137,539
+28,245
2318
$2.25M ﹤0.01%
264,745
+23,878
2319
$2.25M ﹤0.01%
150,122
-91,132
2320
$2.25M ﹤0.01%
165,546
+4,969
2321
$2.24M ﹤0.01%
25,320
-1,254
2322
$2.24M ﹤0.01%
118,115
+10,696
2323
$2.24M ﹤0.01%
980,349
+102,132
2324
$2.24M ﹤0.01%
190,449
+1,209
2325
$2.23M ﹤0.01%
292,575
-65,880