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
2551
$1.42M ﹤0.01%
280,792
-11,823
2552
$1.42M ﹤0.01%
85,131
-11,944
2553
$1.42M ﹤0.01%
39,815
+1,551
2554
$1.42M ﹤0.01%
494
-3,006
2555
$1.42M ﹤0.01%
66,096
-35,328
2556
$1.41M ﹤0.01%
46,198
-3,043
2557
$1.41M ﹤0.01%
43,634
+17,542
2558
$1.41M ﹤0.01%
182,056
+35,534
2559
$1.41M ﹤0.01%
74,367
-5,520
2560
$1.41M ﹤0.01%
135,185
-4,081
2561
$1.4M ﹤0.01%
41,258
-13,261
2562
$1.4M ﹤0.01%
104,687
-65,682
2563
$1.4M ﹤0.01%
83,740
-19,206
2564
$1.4M ﹤0.01%
9,780
-18,871
2565
$1.4M ﹤0.01%
124,190
-214,343
2566
$1.4M ﹤0.01%
90,539
-1,462
2567
$1.39M ﹤0.01%
34,860
-34,532
2568
$1.39M ﹤0.01%
142,522
-220,712
2569
$1.38M ﹤0.01%
41,378
-1,346
2570
$1.38M ﹤0.01%
116,161
-12,899
2571
$1.38M ﹤0.01%
148,684
+6,182
2572
$1.38M ﹤0.01%
81,532
-1,091
2573
$1.38M ﹤0.01%
19,027
+8,649
2574
$1.38M ﹤0.01%
93,216
+3,702
2575
$1.38M ﹤0.01%
28,066
-548