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
$246B
AUM Growth
-$4.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,882
New
Increased
Reduced
Closed

Top Buys

1 +$434M
2 +$390M
3 +$261M
4
AXP icon
American Express
AXP
+$249M
5
DVN icon
Devon Energy
DVN
+$249M

Top Sells

1 +$486M
2 +$363M
3 +$300M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$275M
5
HR icon
Healthcare Realty
HR
+$249M

Sector Composition

1 Technology 15.3%
2 Financials 12.53%
3 Healthcare 11.7%
4 Real Estate 9.6%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$1.02M ﹤0.01%
42,864
-746
2777
$1.02M ﹤0.01%
35,291
-2,892
2778
$1.01M ﹤0.01%
29,315
-3,038
2779
$1M ﹤0.01%
52,259
+31,351
2780
$1M ﹤0.01%
65,818
+44,689
2781
$1M ﹤0.01%
56,688
+14,695
2782
$1M ﹤0.01%
69,100
+47,808
2783
$1M ﹤0.01%
30,739
-4,090
2784
$999K ﹤0.01%
26,305
-8,394
2785
$998K ﹤0.01%
44,683
-526
2786
$996K ﹤0.01%
75,096
-18,615
2787
$996K ﹤0.01%
19,190
-9,378
2788
$994K ﹤0.01%
147,457
-141,932
2789
$990K ﹤0.01%
20,403
-1,910
2790
$988K ﹤0.01%
50,755
+34,420
2791
$988K ﹤0.01%
426,276
+347,383
2792
$987K ﹤0.01%
63,526
+30,592
2793
$984K ﹤0.01%
472,664
-189,292
2794
$980K ﹤0.01%
137,072
-43,898
2795
$978K ﹤0.01%
25,813
-212,225
2796
$974K ﹤0.01%
42,389
+10,544
2797
$974K ﹤0.01%
62,375
+42,738
2798
$969K ﹤0.01%
31,432
-13,624
2799
$969K ﹤0.01%
45,874
-53,153
2800
$967K ﹤0.01%
101,753
+86,022