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
$272B
AUM Growth
+$26.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,817
New
Increased
Reduced
Closed

Top Buys

1 +$628M
2 +$271M
3 +$207M
4
WELL icon
Welltower
WELL
+$191M
5
PG icon
Procter & Gamble
PG
+$165M

Top Sells

1 +$911M
2 +$674M
3 +$503M
4
MSFT icon
Microsoft
MSFT
+$376M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$246M

Sector Composition

1 Technology 12.68%
2 Financials 11.22%
3 Healthcare 10.44%
4 Real Estate 9.61%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1.61M ﹤0.01%
+47,566
2477
$1.61M ﹤0.01%
28,417
-1,307
2478
$1.61M ﹤0.01%
1,426,518
-1,854,511
2479
$1.6M ﹤0.01%
40,964
-561
2480
$1.6M ﹤0.01%
55,845
+33,717
2481
$1.6M ﹤0.01%
87,380
+19,947
2482
$1.59M ﹤0.01%
97,393
+5,200
2483
$1.58M ﹤0.01%
121,992
+77,430
2484
$1.58M ﹤0.01%
64,653
+4,142
2485
$1.58M ﹤0.01%
125,100
+2,980
2486
$1.58M ﹤0.01%
138,228
+5,838
2487
$1.57M ﹤0.01%
118,233
+4,589
2488
$1.57M ﹤0.01%
81,341
-1,032
2489
$1.57M ﹤0.01%
+151,080
2490
$1.55M ﹤0.01%
530,069
+20,118
2491
$1.55M ﹤0.01%
143,126
-3,700
2492
$1.55M ﹤0.01%
22,823
+9,341
2493
$1.55M ﹤0.01%
126,656
+26,801
2494
$1.54M ﹤0.01%
67,711
+828
2495
$1.54M ﹤0.01%
37,773
-91,800
2496
$1.54M ﹤0.01%
14,958
-715
2497
$1.54M ﹤0.01%
104,197
-21,735
2498
$1.53M ﹤0.01%
111,533
+24,508
2499
$1.53M ﹤0.01%
38,378
+13,929
2500
$1.53M ﹤0.01%
94,987
-2,423