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
2876
$829K ﹤0.01%
12,444
-886
2877
$827K ﹤0.01%
443,007
+185,254
2878
$827K ﹤0.01%
44,129
+11,050
2879
$825K ﹤0.01%
23,372
-6,332
2880
$818K ﹤0.01%
+31,381
2881
$817K ﹤0.01%
17,204
+2,394
2882
$817K ﹤0.01%
169,243
+3,709
2883
$811K ﹤0.01%
25,474
+2,817
2884
$810K ﹤0.01%
65,021
+31,262
2885
$809K ﹤0.01%
110,345
+566
2886
$809K ﹤0.01%
40,819
-4,214
2887
$808K ﹤0.01%
135,885
-305,435
2888
$807K ﹤0.01%
+58,945
2889
$806K ﹤0.01%
9,474
-967
2890
$805K ﹤0.01%
28,422
-27,959
2891
$804K ﹤0.01%
67,845
-15,406
2892
$802K ﹤0.01%
28,814
-6,233
2893
$800K ﹤0.01%
187,316
-124,900
2894
$799K ﹤0.01%
135,189
+33,432
2895
$797K ﹤0.01%
54,691
-516
2896
$797K ﹤0.01%
+46,626
2897
$796K ﹤0.01%
+34,094
2898
$793K ﹤0.01%
104,737
-25,946
2899
$789K ﹤0.01%
40,268
-17,663
2900
$788K ﹤0.01%
27,428
-4,989