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
$246B
AUM Growth
-$4.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,882
New
Increased
Reduced
Closed

Top Buys

1 +$434M
2 +$390M
3 +$261M
4
AXP icon
American Express
AXP
+$249M
5
DVN icon
Devon Energy
DVN
+$249M

Top Sells

1 +$486M
2 +$363M
3 +$300M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$275M
5
HR icon
Healthcare Realty
HR
+$249M

Sector Composition

1 Technology 15.3%
2 Financials 12.53%
3 Healthcare 11.7%
4 Real Estate 9.6%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1.62M ﹤0.01%
14,102
-2,081
2477
$1.62M ﹤0.01%
+134,673
2478
$1.61M ﹤0.01%
70,884
-11,327
2479
$1.61M ﹤0.01%
552,204
-1,986,884
2480
$1.61M ﹤0.01%
542,209
+142,552
2481
$1.61M ﹤0.01%
30,777
-329,061
2482
$1.61M ﹤0.01%
61,163
-5,830
2483
$1.6M ﹤0.01%
4,059
-1,172
2484
$1.6M ﹤0.01%
35,117
+11,158
2485
$1.6M ﹤0.01%
179,216
-74,511
2486
$1.59M ﹤0.01%
99,384
-10,199
2487
$1.59M ﹤0.01%
6,909
+986
2488
$1.59M ﹤0.01%
72,005
-7,482
2489
$1.59M ﹤0.01%
109,900
+7,528
2490
$1.58M ﹤0.01%
+27,326
2491
$1.58M ﹤0.01%
19,621
+3,503
2492
$1.57M ﹤0.01%
196,013
-75,992
2493
$1.57M ﹤0.01%
85,032
-35,578
2494
$1.57M ﹤0.01%
223,217
-15,291
2495
$1.57M ﹤0.01%
+35,038
2496
$1.56M ﹤0.01%
83,305
+3,045
2497
$1.56M ﹤0.01%
48,823
+3,891
2498
$1.55M ﹤0.01%
86,416
+7,363
2499
$1.55M ﹤0.01%
89,460
+29,793
2500
$1.55M ﹤0.01%
284,391
+20,241