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
$358B
AUM Growth
+$17.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,103
New
Increased
Reduced
Closed

Top Buys

1 +$666M
2 +$652M
3 +$469M
4
AMZN icon
Amazon
AMZN
+$383M
5
CRM icon
Salesforce
CRM
+$373M

Top Sells

1 +$783M
2 +$398M
3 +$397M
4
NBIS
Nebius Group N.V.
NBIS
+$376M
5
ONC
BeOne Medicines Ltd
ONC
+$290M

Sector Composition

1 Technology 20.68%
2 Healthcare 12.92%
3 Financials 11.76%
4 Industrials 11.07%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$3.42M ﹤0.01%
742,460
+93,336
2327
$3.42M ﹤0.01%
110,321
-28,167
2328
$3.42M ﹤0.01%
58,836
+11,066
2329
$3.42M ﹤0.01%
552,618
-79,284
2330
$3.41M ﹤0.01%
214,337
-18,125
2331
$3.41M ﹤0.01%
88,115
-26,054
2332
$3.4M ﹤0.01%
1,153,485
+835,837
2333
$3.39M ﹤0.01%
111,705
+76,718
2334
$3.39M ﹤0.01%
181,677
+36,708
2335
$3.39M ﹤0.01%
103,305
+29,315
2336
$3.39M ﹤0.01%
111,752
-687,658
2337
$3.39M ﹤0.01%
132,775
-336,094
2338
$3.38M ﹤0.01%
82,670
+3,615
2339
$3.38M ﹤0.01%
61,224
+6,101
2340
$3.37M ﹤0.01%
206,031
+80,956
2341
$3.36M ﹤0.01%
126,245
-8,411
2342
$3.35M ﹤0.01%
30,496
-15,892
2343
$3.32M ﹤0.01%
96,812
-95,201
2344
$3.31M ﹤0.01%
69,683
-19,428
2345
$3.31M ﹤0.01%
509,292
+33,129
2346
$3.3M ﹤0.01%
726,341
-90,841
2347
$3.29M ﹤0.01%
346,148
-11,508
2348
$3.28M ﹤0.01%
1,272,926
+150,897
2349
$3.28M ﹤0.01%
291,546
+55,225
2350
$3.27M ﹤0.01%
72,756
+3,291