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
2376
$4.16M ﹤0.01%
127,356
+632
2377
$4.14M ﹤0.01%
46,541
+5,153
2378
$4.13M ﹤0.01%
117,948
+1,668
2379
$4.13M ﹤0.01%
22,055
-36,962
2380
$4.12M ﹤0.01%
17,321
+1,458
2381
$4.1M ﹤0.01%
152,791
+13,206
2382
$4.09M ﹤0.01%
139,373
+3,839
2383
$4.09M ﹤0.01%
3,595
-1,723
2384
$4.07M ﹤0.01%
108,015
-3,418
2385
$4.07M ﹤0.01%
353,942
+102,645
2386
$4.04M ﹤0.01%
158,500
-15,600
2387
$4.03M ﹤0.01%
154,842
-21,837
2388
$4.02M ﹤0.01%
125,023
+78,056
2389
$4.02M ﹤0.01%
978,539
-15,229
2390
$4.02M ﹤0.01%
187,843
-10,348
2391
$3.99M ﹤0.01%
312,997
-45,300
2392
$3.99M ﹤0.01%
107,833
-9,059
2393
$3.99M ﹤0.01%
24,766
+2,311
2394
$3.98M ﹤0.01%
129,655
-81,463
2395
$3.98M ﹤0.01%
525,499
+111,532
2396
$3.98M ﹤0.01%
448,980
-582,045
2397
$3.97M ﹤0.01%
180,550
-48,447
2398
$3.96M ﹤0.01%
515,651
+36,713
2399
$3.94M ﹤0.01%
+170,249
2400
$3.94M ﹤0.01%
716,656
-3,066,283