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
2726
$1.1M ﹤0.01%
35,110
+9,297
2727
$1.1M ﹤0.01%
72,486
-10,351
2728
$1.1M ﹤0.01%
51,828
+20,331
2729
$1.1M ﹤0.01%
46,221
+30,925
2730
$1.1M ﹤0.01%
102,588
+19,769
2731
$1.1M ﹤0.01%
168,660
-26,278
2732
$1.09M ﹤0.01%
52,760
-99,913
2733
$1.09M ﹤0.01%
49,695
-1,060
2734
$1.09M ﹤0.01%
67,326
-18,625
2735
$1.09M ﹤0.01%
21,920
+2,524
2736
$1.08M ﹤0.01%
100,870
-394,399
2737
$1.08M ﹤0.01%
11,469
-9,184
2738
$1.08M ﹤0.01%
30,402
-1,348
2739
$1.08M ﹤0.01%
52,984
-4,582
2740
$1.07M ﹤0.01%
205,573
+74,256
2741
$1.07M ﹤0.01%
43,344
-1,746
2742
$1.07M ﹤0.01%
52,507
+7,149
2743
$1.07M ﹤0.01%
+78,915
2744
$1.07M ﹤0.01%
180,828
+159,893
2745
$1.07M ﹤0.01%
63,850
-7,444
2746
$1.06M ﹤0.01%
78,670
-96,454
2747
$1.06M ﹤0.01%
68,758
-4,521
2748
$1.06M ﹤0.01%
39,221
-2,889
2749
$1.05M ﹤0.01%
47,757
-5,111
2750
$1.05M ﹤0.01%
22,530
+2,127