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
2751
$1.24M ﹤0.01%
225,048
+8,902
2752
$1.24M ﹤0.01%
24,819
+1,760
2753
$1.23M ﹤0.01%
67,966
-38,951
2754
$1.23M ﹤0.01%
25,642
+2,497
2755
$1.22M ﹤0.01%
20,427
-245,859
2756
$1.22M ﹤0.01%
49,007
-476
2757
$1.22M ﹤0.01%
28,944
-3,121
2758
$1.22M ﹤0.01%
38,130
-20,363
2759
$1.21M ﹤0.01%
43,420
+1,085
2760
$1.21M ﹤0.01%
48,330
+1,538
2761
$1.2M ﹤0.01%
+5,795
2762
$1.2M ﹤0.01%
20,962
+207
2763
$1.2M ﹤0.01%
84,968
-340
2764
$1.2M ﹤0.01%
81,153
-2,414
2765
$1.2M ﹤0.01%
32,552
+550
2766
$1.2M ﹤0.01%
30,294
-2,492
2767
$1.19M ﹤0.01%
100,033
-2,125
2768
$1.19M ﹤0.01%
74,336
+33,286
2769
$1.19M ﹤0.01%
12,920
-8,554
2770
$1.19M ﹤0.01%
38,401
+3,765
2771
$1.19M ﹤0.01%
16,850
-210
2772
$1.19M ﹤0.01%
98,524
+63,576
2773
$1.16M ﹤0.01%
89,901
-8,419
2774
$1.16M ﹤0.01%
61,971
-5,793
2775
$1.16M ﹤0.01%
44,944
+1,121