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
2851
$878K ﹤0.01%
66,972
-22,511
2852
$877K ﹤0.01%
5,844
-2,841
2853
$877K ﹤0.01%
187,328
+90,913
2854
$874K ﹤0.01%
60,895
+35,900
2855
$873K ﹤0.01%
31,750
+23,129
2856
$871K ﹤0.01%
13,509
+2,202
2857
$871K ﹤0.01%
374,046
+56,384
2858
$871K ﹤0.01%
49,979
+25,322
2859
$870K ﹤0.01%
4,904
+3,949
2860
$870K ﹤0.01%
33,835
-18,838
2861
$867K ﹤0.01%
33,759
-8,948
2862
$866K ﹤0.01%
13,482
-3,411
2863
$860K ﹤0.01%
12,098
+1,100
2864
$858K ﹤0.01%
23,388
+143
2865
$857K ﹤0.01%
35,338
+24,119
2866
$853K ﹤0.01%
62,043
-11,728
2867
$851K ﹤0.01%
15,244
-2,880
2868
$846K ﹤0.01%
30,307
-164
2869
$846K ﹤0.01%
43,700
-13,679
2870
$844K ﹤0.01%
+31,967
2871
$841K ﹤0.01%
56,692
+24,245
2872
$840K ﹤0.01%
45,358
+10,076
2873
$836K ﹤0.01%
129,040
+92,962
2874
$831K ﹤0.01%
26,092
-5,266
2875
$830K ﹤0.01%
72,651
-7,358