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
2376
$3.21M ﹤0.01%
203,404
+19,014
2377
$3.2M ﹤0.01%
853,809
-237,725
2378
$3.19M ﹤0.01%
314,239
+15,000
2379
$3.19M ﹤0.01%
26,720
-162,043
2380
$3.18M ﹤0.01%
426,218
-76,170
2381
$3.16M ﹤0.01%
82,686
+7,358
2382
$3.14M ﹤0.01%
+83,109
2383
$3.14M ﹤0.01%
55,857
+115
2384
$3.12M ﹤0.01%
78,324
+4,105
2385
$3.11M ﹤0.01%
1,041,310
-195,118
2386
$3.1M ﹤0.01%
253,584
+68,988
2387
$3.1M ﹤0.01%
777,765
+10,337
2388
$3.09M ﹤0.01%
127,323
-5,520
2389
$3.09M ﹤0.01%
101,711
+4,388
2390
$3.08M ﹤0.01%
+179,219
2391
$3.07M ﹤0.01%
124,581
+8,836
2392
$3.07M ﹤0.01%
448,435
+15,651
2393
$3.05M ﹤0.01%
140,490
-2,170
2394
$3.04M ﹤0.01%
368,782
-445,439
2395
$3.04M ﹤0.01%
203,987
+35,905
2396
$3.02M ﹤0.01%
239,856
+96,006
2397
$3M ﹤0.01%
318,419
-318,699
2398
$3M ﹤0.01%
210,632
+7,774
2399
$3M ﹤0.01%
200,584
-3,628
2400
$2.99M ﹤0.01%
28,511
+3,600