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
2776
$1.16M ﹤0.01%
43,675
+2,486
2777
$1.16M ﹤0.01%
+160,933
2778
$1.15M ﹤0.01%
71,760
-13,181
2779
$1.15M ﹤0.01%
19,262
-51,918
2780
$1.15M ﹤0.01%
+143,548
2781
$1.15M ﹤0.01%
61,557
+4,189
2782
$1.15M ﹤0.01%
82,584
+34,495
2783
$1.15M ﹤0.01%
+59,915
2784
$1.15M ﹤0.01%
3,632
-16,783
2785
$1.14M ﹤0.01%
25,446
+2,980
2786
$1.14M ﹤0.01%
25,223
+639
2787
$1.13M ﹤0.01%
536,857
+8,559
2788
$1.13M ﹤0.01%
70,162
+4,070
2789
$1.13M ﹤0.01%
27,212
+1,015
2790
$1.13M ﹤0.01%
53,192
+16,058
2791
$1.12M ﹤0.01%
37,416
+218
2792
$1.12M ﹤0.01%
4,322
+265
2793
$1.12M ﹤0.01%
44,050
-26,305
2794
$1.12M ﹤0.01%
43,454
+569
2795
$1.12M ﹤0.01%
158,575
+24,303
2796
$1.12M ﹤0.01%
141,736
+5,969
2797
$1.11M ﹤0.01%
21,669
+1,510
2798
$1.11M ﹤0.01%
28,327
-995
2799
$1.11M ﹤0.01%
32,414
+553
2800
$1.1M ﹤0.01%
40,178
+3,938