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
2826
$1.04M ﹤0.01%
72,988
+58,012
2827
$1.04M ﹤0.01%
29,134
+3,004
2828
$1.04M ﹤0.01%
68,649
-5,336
2829
$1.04M ﹤0.01%
67,120
-1,216
2830
$1.04M ﹤0.01%
8,946
-9,782
2831
$1.04M ﹤0.01%
+170,299
2832
$1.03M ﹤0.01%
43,072
-275,937
2833
$1.03M ﹤0.01%
77,948
-3,383,076
2834
$1.03M ﹤0.01%
+48,746
2835
$1.03M ﹤0.01%
75,265
-1,333
2836
$1.03M ﹤0.01%
23,110
-2,412
2837
$1.03M ﹤0.01%
317,235
-7,034
2838
$1.02M ﹤0.01%
23,012
-4
2839
$1.02M ﹤0.01%
37,651
+116
2840
$1.02M ﹤0.01%
102,728
-4,595
2841
$1.02M ﹤0.01%
55,434
-786
2842
$1.02M ﹤0.01%
88,120
+16,779
2843
$1.02M ﹤0.01%
35,313
+12,407
2844
$1.01M ﹤0.01%
57,786
-900
2845
$1.01M ﹤0.01%
16,390
+337
2846
$1.01M ﹤0.01%
53,970
-43,427
2847
$1.01M ﹤0.01%
75,448
-157,710
2848
$1.01M ﹤0.01%
38,665
+2,889
2849
$1M ﹤0.01%
53,493
+17,100
2850
$1M ﹤0.01%
24,740
-2,088