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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2426
$1.91M ﹤0.01%
+48,456
2427
$1.9M ﹤0.01%
61,803
+13,058
2428
$1.9M ﹤0.01%
331,466
-581,996
2429
$1.9M ﹤0.01%
243,471
+32,393
2430
$1.9M ﹤0.01%
121,302
-3,223
2431
$1.89M ﹤0.01%
172,294
-15,776
2432
$1.89M ﹤0.01%
358,206
-17,349
2433
$1.89M ﹤0.01%
133,854
+17,708
2434
$1.88M ﹤0.01%
37,464
-663
2435
$1.88M ﹤0.01%
74,203
+1,918
2436
$1.88M ﹤0.01%
188,941
-2,684
2437
$1.88M ﹤0.01%
142,143
-4,713
2438
$1.88M ﹤0.01%
140,554
-15,216
2439
$1.87M ﹤0.01%
98,809
-4,653
2440
$1.87M ﹤0.01%
54,454
-282
2441
$1.87M ﹤0.01%
64,656
-877,765
2442
$1.85M ﹤0.01%
100,440
-21,915
2443
$1.85M ﹤0.01%
+115,186
2444
$1.85M ﹤0.01%
101,118
+10,347
2445
$1.84M ﹤0.01%
45,638
+2,429
2446
$1.84M ﹤0.01%
216,864
-28,145
2447
$1.84M ﹤0.01%
210,825
+14,062
2448
$1.83M ﹤0.01%
376,512
-18,704
2449
$1.83M ﹤0.01%
126,213
+7,976
2450
$1.83M ﹤0.01%
129,546
-2,100