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
2626
$1.47M ﹤0.01%
154,539
+22,690
2627
$1.47M ﹤0.01%
38,606
+5,134
2628
$1.46M ﹤0.01%
59,679
-1,031,891
2629
$1.46M ﹤0.01%
33,476
+16,463
2630
$1.46M ﹤0.01%
312,759
+44,895
2631
$1.46M ﹤0.01%
12,633
-188
2632
$1.45M ﹤0.01%
80,625
+12,822
2633
$1.45M ﹤0.01%
38,428
+11,851
2634
$1.45M ﹤0.01%
+712
2635
$1.44M ﹤0.01%
11,377
+1,063
2636
$1.44M ﹤0.01%
484,209
+93,454
2637
$1.44M ﹤0.01%
448,784
+6,329
2638
$1.44M ﹤0.01%
21,410
+6,365
2639
$1.44M ﹤0.01%
322,153
+55,988
2640
$1.43M ﹤0.01%
88,317
+28,209
2641
$1.43M ﹤0.01%
263,605
-42,648
2642
$1.43M ﹤0.01%
103,605
+20,383
2643
$1.43M ﹤0.01%
40,580
-4,230
2644
$1.42M ﹤0.01%
58,089
-1,610
2645
$1.42M ﹤0.01%
99,397
-3,466
2646
$1.42M ﹤0.01%
59,195
-8,798
2647
$1.42M ﹤0.01%
30,176
-29,080
2648
$1.41M ﹤0.01%
50,710
+1,334
2649
$1.41M ﹤0.01%
29,894
-8,355
2650
$1.41M ﹤0.01%
55,462
+15,036