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
$258B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,237
New
Increased
Reduced
Closed

Top Buys

1 +$738M
2 +$317M
3 +$291M
4
CFG icon
Citizens Financial Group
CFG
+$236M
5
NTAP icon
NetApp
NTAP
+$194M

Top Sells

1 +$352M
2 +$300M
3 +$219M
4
HSP
HOSPIRA INC
HSP
+$214M
5
AVGO icon
Broadcom
AVGO
+$196M

Sector Composition

1 Technology 16.03%
2 Healthcare 13.56%
3 Financials 12.55%
4 Real Estate 9.62%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$1.11M ﹤0.01%
79,863
+262
2802
$1.11M ﹤0.01%
30,502
+12,337
2803
$1.11M ﹤0.01%
61,186
+13,461
2804
$1.1M ﹤0.01%
22,597
-10,202
2805
$1.1M ﹤0.01%
100,858
+6,531
2806
$1.1M ﹤0.01%
97,434
-69,212
2807
$1.1M ﹤0.01%
66,294
+37,652
2808
$1.1M ﹤0.01%
15,175
+3,879
2809
$1.08M ﹤0.01%
53,212
-820
2810
$1.08M ﹤0.01%
127,236
-65,948
2811
$1.08M ﹤0.01%
39,266
-1,432
2812
$1.07M ﹤0.01%
42,588
-44,299
2813
$1.07M ﹤0.01%
15,682
+5,068
2814
$1.07M ﹤0.01%
70,916
+9,752
2815
$1.06M ﹤0.01%
27,885
+6,493
2816
$1.06M ﹤0.01%
10,801
+4,531
2817
0
2818
$1.06M ﹤0.01%
12,445
-2,954
2819
$1.06M ﹤0.01%
16,679
-5,670
2820
$1.06M ﹤0.01%
43,039
+31,448
2821
$1.05M ﹤0.01%
12,653
-560
2822
$1.05M ﹤0.01%
93,046
+2,619
2823
$1.05M ﹤0.01%
197,617
+33,126
2824
$1.05M ﹤0.01%
12,814
+6,543
2825
$1.05M ﹤0.01%
65,906
-32,163