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
$541B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,869
New
Increased
Reduced
Closed

Top Buys

1 +$1.23B
2 +$777M
3 +$622M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$569M
5
AMZN icon
Amazon
AMZN
+$566M

Top Sells

1 +$1.95B
2 +$738M
3 +$328M
4
VST icon
Vistra
VST
+$313M
5
WFC icon
Wells Fargo
WFC
+$265M

Sector Composition

1 Technology 25.45%
2 Financials 12.86%
3 Industrials 11.53%
4 Consumer Discretionary 10.57%
5 Healthcare 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$4.02M ﹤0.01%
384,369
+20,525
2302
$4.02M ﹤0.01%
+15,805
2303
$4.01M ﹤0.01%
167,284
-1,506
2304
$4.01M ﹤0.01%
+130,209
2305
$4M ﹤0.01%
251,477
-64,738
2306
$4M ﹤0.01%
73,289
-2,953
2307
$3.99M ﹤0.01%
1,048,351
+56,841
2308
$3.99M ﹤0.01%
101,337
+13,655
2309
$3.97M ﹤0.01%
248,574
+2,485
2310
$3.97M ﹤0.01%
396,308
+5,046
2311
$3.97M ﹤0.01%
596,030
+918
2312
$3.94M ﹤0.01%
380,667
+2,560
2313
$3.93M ﹤0.01%
351,555
-64,400
2314
$3.93M ﹤0.01%
876,090
+183,053
2315
$3.92M ﹤0.01%
+84,622
2316
$3.91M ﹤0.01%
34,997
-261
2317
$3.87M ﹤0.01%
243,548
+1,672
2318
$3.87M ﹤0.01%
+150,559
2319
$3.87M ﹤0.01%
138,779
+14,777
2320
$3.87M ﹤0.01%
+358,435
2321
$3.84M ﹤0.01%
698,858
+25,815
2322
$3.84M ﹤0.01%
324,082
-40,356
2323
$3.84M ﹤0.01%
454,375
-68,436
2324
$3.83M ﹤0.01%
578,749
+127,948
2325
$3.83M ﹤0.01%
141,726
+8,768