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
2626
$1.26M ﹤0.01%
74,097
-12,588
2627
$1.26M ﹤0.01%
13,436
+8,075
2628
$1.26M ﹤0.01%
48,970
-3,053
2629
$1.26M ﹤0.01%
198,669
+7,420
2630
$1.25M ﹤0.01%
73,858
+25,615
2631
$1.25M ﹤0.01%
680,146
+293,638
2632
$1.25M ﹤0.01%
66,388
-1,367
2633
$1.25M ﹤0.01%
66,407
+3,890
2634
$1.24M ﹤0.01%
32,650
-2,685
2635
$1.24M ﹤0.01%
7,470
+448
2636
$1.24M ﹤0.01%
106,294
+2,143
2637
$1.24M ﹤0.01%
64,852
+121
2638
$1.24M ﹤0.01%
104,644
-154
2639
$1.23M ﹤0.01%
393,070
+46,736
2640
$1.23M ﹤0.01%
135,309
-601
2641
$1.23M ﹤0.01%
58,350
+3,441
2642
$1.23M ﹤0.01%
24,326
-1,834
2643
$1.22M ﹤0.01%
52,759
+37,634
2644
$1.22M ﹤0.01%
89,931
-2,034
2645
$1.22M ﹤0.01%
67,826
+9,204
2646
$1.22M ﹤0.01%
48,524
-5,508
2647
$1.22M ﹤0.01%
40,805
-495
2648
$1.22M ﹤0.01%
51,772
-47
2649
$1.22M ﹤0.01%
8,749
-289
2650
$1.21M ﹤0.01%
+43,882