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
$258B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,237
New
Increased
Reduced
Closed

Top Buys

1 +$738M
2 +$317M
3 +$291M
4
CFG icon
Citizens Financial Group
CFG
+$236M
5
NTAP icon
NetApp
NTAP
+$194M

Top Sells

1 +$352M
2 +$300M
3 +$219M
4
HSP
HOSPIRA INC
HSP
+$214M
5
AVGO icon
Broadcom
AVGO
+$196M

Sector Composition

1 Technology 16.03%
2 Healthcare 13.56%
3 Financials 12.55%
4 Real Estate 9.62%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$1.64M ﹤0.01%
23,779
-72,942
2552
$1.64M ﹤0.01%
14,971
+1,120
2553
$1.63M ﹤0.01%
667,116
+192,402
2554
$1.63M ﹤0.01%
24,386
+10,196
2555
$1.63M ﹤0.01%
61,017
+25,020
2556
$1.63M ﹤0.01%
36,695
-2,151
2557
$1.63M ﹤0.01%
133,718
+27,936
2558
$1.63M ﹤0.01%
89,950
+8,650
2559
$1.62M ﹤0.01%
98,378
+27,998
2560
$1.62M ﹤0.01%
30,721
+21,314
2561
$1.62M ﹤0.01%
81,964
-50,745
2562
$1.61M ﹤0.01%
149,298
+14,206
2563
$1.61M ﹤0.01%
68,341
+530
2564
$1.61M ﹤0.01%
248,368
+197,666
2565
$1.61M ﹤0.01%
39,189
+4,224
2566
$1.61M ﹤0.01%
64,732
+28,108
2567
$1.61M ﹤0.01%
53,951
+23,575
2568
$1.6M ﹤0.01%
203,711
+6,407
2569
$1.6M ﹤0.01%
59,290
+8,039
2570
$1.6M ﹤0.01%
111,356
-17,560
2571
$1.6M ﹤0.01%
44,773
+9,753
2572
$1.6M ﹤0.01%
99,481
+11,196
2573
$1.59M ﹤0.01%
6,140
-13,017
2574
$1.59M ﹤0.01%
111,712
+13,455
2575
$1.59M ﹤0.01%
89,578
+26,967