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
2401
$2.9M ﹤0.01%
42,604
-2,993
2402
$2.89M ﹤0.01%
197,417
-29,261
2403
$2.89M ﹤0.01%
279,301
+6,592
2404
$2.88M ﹤0.01%
+64,033
2405
$2.88M ﹤0.01%
155,580
+48,034
2406
$2.86M ﹤0.01%
238,744
+46,580
2407
$2.84M ﹤0.01%
260,671
-44,359
2408
$2.84M ﹤0.01%
471,660
-90,686
2409
$2.83M ﹤0.01%
427,438
-37,681
2410
$2.81M ﹤0.01%
223,405
-90,153
2411
$2.81M ﹤0.01%
78,910
+40,134
2412
$2.81M ﹤0.01%
21,945
+16,406
2413
$2.81M ﹤0.01%
282,706
+35,655
2414
$2.81M ﹤0.01%
26,035
-4,191
2415
$2.8M ﹤0.01%
30,429
-7,647
2416
$2.79M ﹤0.01%
162,760
+16,349
2417
$2.79M ﹤0.01%
65,042
+8,246
2418
$2.79M ﹤0.01%
62,055
-9,293
2419
$2.78M ﹤0.01%
163,244
-36,804
2420
$2.78M ﹤0.01%
152,333
+43,158
2421
$2.78M ﹤0.01%
240,894
+106,116
2422
$2.77M ﹤0.01%
259,917
-20,591
2423
$2.77M ﹤0.01%
174,239
-37,070
2424
$2.75M ﹤0.01%
68,619
-2,481
2425
$2.75M ﹤0.01%
280,981
+47,575