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
2676
$1.42M ﹤0.01%
12,544
-422
2677
0
2678
$1.41M ﹤0.01%
38,342
-380
2679
$1.41M ﹤0.01%
160,511
-28,777
2680
$1.41M ﹤0.01%
82,026
+18,840
2681
$1.4M ﹤0.01%
115,038
-8,250
2682
$1.4M ﹤0.01%
72,302
-12,649
2683
$1.4M ﹤0.01%
46,845
+7,416
2684
$1.4M ﹤0.01%
42,195
-1,765
2685
$1.4M ﹤0.01%
46,485
-41,222
2686
$1.39M ﹤0.01%
1,198,032
+149,734
2687
$1.39M ﹤0.01%
68,034
+4,660
2688
$1.39M ﹤0.01%
129,458
-7,522
2689
$1.39M ﹤0.01%
63,600
-559
2690
$1.39M ﹤0.01%
46,076
-5,121
2691
$1.38M ﹤0.01%
43,411
-46,741
2692
$1.38M ﹤0.01%
16,568
-5,011
2693
$1.38M ﹤0.01%
41,465
+1,448
2694
$1.37M ﹤0.01%
17,910
+4,000
2695
$1.37M ﹤0.01%
26,336
-1,667
2696
$1.37M ﹤0.01%
79,060
-11,677
2697
$1.37M ﹤0.01%
131,291
+29,676
2698
$1.36M ﹤0.01%
22,532
+204
2699
$1.36M ﹤0.01%
56,889
+4,046
2700
$1.35M ﹤0.01%
377,405
-19,677