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
$310B
AUM Growth
-$19.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,102
New
Increased
Reduced
Closed

Top Buys

1 +$589M
2 +$461M
3 +$324M
4
TSLA icon
Tesla
TSLA
+$288M
5
DG icon
Dollar General
DG
+$202M

Top Sells

1 +$561M
2 +$256M
3 +$234M
4
DRE
Duke Realty Corp.
DRE
+$229M
5
CMCSA icon
Comcast
CMCSA
+$214M

Sector Composition

1 Technology 18.14%
2 Healthcare 13.63%
3 Financials 13.11%
4 Industrials 10.45%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2876
$863K ﹤0.01%
40,142
-1,915
2877
$860K ﹤0.01%
102,968
+673
2878
$855K ﹤0.01%
27,674
+1,549
2879
$850K ﹤0.01%
72,198
+34,588
2880
$844K ﹤0.01%
41,130
-2,084
2881
$844K ﹤0.01%
135,519
+12,554
2882
$843K ﹤0.01%
112,855
-3,719
2883
$839K ﹤0.01%
85,734
-13,143
2884
$836K ﹤0.01%
84,982
-57,746
2885
$835K ﹤0.01%
77,996
+649
2886
$834K ﹤0.01%
109,995
-12,584
2887
$831K ﹤0.01%
150,293
-10,989
2888
$829K ﹤0.01%
34,966
-1,828
2889
$825K ﹤0.01%
75,983
+6,591
2890
$824K ﹤0.01%
33,205
-3,480
2891
$823K ﹤0.01%
166,827
-12,448
2892
$819K ﹤0.01%
245,509
-10,104
2893
$812K ﹤0.01%
82,054
+4,695
2894
$812K ﹤0.01%
75,595
-33,390
2895
$809K ﹤0.01%
23,316
-2,540
2896
$809K ﹤0.01%
91,266
+2,071
2897
$809K ﹤0.01%
42,382
-8,945
2898
$809K ﹤0.01%
61,903
+7,923
2899
$807K ﹤0.01%
27,312
-3,469
2900
$805K ﹤0.01%
26,303
+656