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
2426
$2.77M ﹤0.01%
222,519
+82,142
2427
$2.76M ﹤0.01%
94,763
-215,593
2428
$2.74M ﹤0.01%
83,515
-35,432
2429
$2.74M ﹤0.01%
98,463
+21,086
2430
$2.71M ﹤0.01%
2,039,543
-7,380
2431
$2.71M ﹤0.01%
146,388
+104
2432
$2.7M ﹤0.01%
151,769
+82,965
2433
$2.7M ﹤0.01%
98,347
-954
2434
$2.69M ﹤0.01%
476,508
+32,344
2435
$2.68M ﹤0.01%
115,341
-7,130
2436
$2.68M ﹤0.01%
84,632
+263
2437
$2.67M ﹤0.01%
84,633
-16,457
2438
$2.67M ﹤0.01%
346,135
-10,080
2439
$2.66M ﹤0.01%
84,426
-2,757
2440
$2.66M ﹤0.01%
146,363
-307,856
2441
$2.65M ﹤0.01%
291,923
+4,146
2442
$2.65M ﹤0.01%
56,852
-1,508
2443
$2.61M ﹤0.01%
416,548
-21,363
2444
$2.58M ﹤0.01%
92,784
-197,438
2445
$2.57M ﹤0.01%
138,797
+21,315
2446
$2.57M ﹤0.01%
155,210
+10,847
2447
$2.55M ﹤0.01%
4,349
+800
2448
$2.55M ﹤0.01%
304,143
+16,467
2449
$2.53M ﹤0.01%
85,901
+3,272
2450
$2.53M ﹤0.01%
141,584
+3,125