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
$298B
AUM Growth
+$6.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,782
New
Increased
Reduced
Closed

Top Buys

1 +$421M
2 +$323M
3 +$211M
4
AMZN icon
Amazon
AMZN
+$178M
5
WELL icon
Welltower
WELL
+$175M

Top Sells

1 +$467M
2 +$243M
3 +$236M
4
TGT icon
Target
TGT
+$224M
5
HAR
Harman International Industries
HAR
+$189M

Sector Composition

1 Technology 13.22%
2 Financials 12.94%
3 Healthcare 9.31%
4 Real Estate 8.09%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$1.78M ﹤0.01%
87,837
-80,345
2527
$1.78M ﹤0.01%
193,092
-2,442
2528
$1.77M ﹤0.01%
92,700
+44,449
2529
$1.77M ﹤0.01%
70,500
-4,916
2530
$1.77M ﹤0.01%
46,600
-22,425
2531
$1.77M ﹤0.01%
101,970
+4,125
2532
$1.77M ﹤0.01%
+51,630
2533
$1.77M ﹤0.01%
89,727
-601
2534
$1.77M ﹤0.01%
168,945
+36,495
2535
$1.76M ﹤0.01%
16,783
+1,727
2536
$1.76M ﹤0.01%
72,954
-1,128
2537
$1.75M ﹤0.01%
32,725
-3,692
2538
$1.75M ﹤0.01%
92,660
-3,438
2539
$1.75M ﹤0.01%
11,338
+643
2540
$1.75M ﹤0.01%
76,747
+466
2541
$1.75M ﹤0.01%
340,858
-113,816
2542
$1.75M ﹤0.01%
116,013
-2,752
2543
$1.74M ﹤0.01%
49,520
+5,773
2544
$1.73M ﹤0.01%
29,867
+2,645
2545
$1.72M ﹤0.01%
132,114
+4,089
2546
$1.72M ﹤0.01%
167,133
-1,711
2547
$1.72M ﹤0.01%
60,229
+5,155
2548
$1.72M ﹤0.01%
12,751
-2,865
2549
$1.72M ﹤0.01%
45,111
-1,821
2550
$1.71M ﹤0.01%
156,186
-1,553