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
2426
$3.72M ﹤0.01%
46,197
+5,088
2427
$3.72M ﹤0.01%
72,349
-8,155
2428
$3.72M ﹤0.01%
117,627
+37,390
2429
$3.71M ﹤0.01%
70,224
+11,189
2430
$3.71M ﹤0.01%
30,963
-156,295
2431
$3.7M ﹤0.01%
89,608
+17,775
2432
$3.69M ﹤0.01%
47,380
-4,501
2433
$3.68M ﹤0.01%
33,716
-41,776
2434
$3.68M ﹤0.01%
19,171
-31,225
2435
$3.67M ﹤0.01%
122,545
+36,633
2436
$3.65M ﹤0.01%
93,858
+17,924
2437
$3.63M ﹤0.01%
223,280
+18,855
2438
$3.63M ﹤0.01%
356,478
-59,568
2439
$3.63M ﹤0.01%
90,920
-16,092
2440
$3.62M ﹤0.01%
100,252
-1,446
2441
$3.6M ﹤0.01%
463,263
-385
2442
$3.6M ﹤0.01%
318,425
+11,587
2443
$3.59M ﹤0.01%
162,766
+310
2444
$3.58M ﹤0.01%
84,012
+25,743
2445
$3.58M ﹤0.01%
205,818
+94,052
2446
$3.57M ﹤0.01%
139,824
+52,123
2447
$3.56M ﹤0.01%
477,987
-1,639,111
2448
$3.56M ﹤0.01%
180,862
+17,715
2449
$3.56M ﹤0.01%
187,030
+24,809
2450
$3.55M ﹤0.01%
+155,497