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
2401
$2.99M ﹤0.01%
302,106
-1,597
2402
$2.98M ﹤0.01%
92,352
+30,548
2403
$2.98M ﹤0.01%
66,875
-2,201
2404
$2.96M ﹤0.01%
1,113,847
+9,837
2405
$2.96M ﹤0.01%
194,767
+24,610
2406
$2.95M ﹤0.01%
41,164
-3,953
2407
$2.95M ﹤0.01%
140,962
+37,236
2408
$2.94M ﹤0.01%
199,871
-9,451
2409
$2.93M ﹤0.01%
398,772
+2,574
2410
$2.92M ﹤0.01%
11,346
-622
2411
$2.9M ﹤0.01%
+85,000
2412
$2.9M ﹤0.01%
60,028
+1,136
2413
$2.88M ﹤0.01%
122,355
-4,795
2414
$2.88M ﹤0.01%
214,026
-597,545
2415
$2.87M ﹤0.01%
65,620
+1,718
2416
$2.86M ﹤0.01%
447,568
+19,777
2417
$2.86M ﹤0.01%
193,470
+12,556
2418
$2.84M ﹤0.01%
210,098
+9,026
2419
$2.83M ﹤0.01%
161,848
-3,565
2420
$2.81M ﹤0.01%
76,718
+9,419
2421
$2.81M ﹤0.01%
29,073
-13,837
2422
$2.8M ﹤0.01%
62,285
-23,835
2423
$2.79M ﹤0.01%
72,264
-7,707
2424
$2.79M ﹤0.01%
34,575
+3,083
2425
$2.78M ﹤0.01%
399,539
+48,915