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
2926
$845K ﹤0.01%
80,743
-25,872
2927
$844K ﹤0.01%
20,662
-1,056
2928
$844K ﹤0.01%
51,099
+290
2929
$840K ﹤0.01%
14,678
-7,700
2930
$839K ﹤0.01%
48,863
+6,435
2931
$838K ﹤0.01%
130,935
-29,125
2932
$834K ﹤0.01%
+35,232
2933
$833K ﹤0.01%
36,306
+3,369
2934
$830K ﹤0.01%
21,015
-7,940
2935
$830K ﹤0.01%
41,360
+1,996
2936
$829K ﹤0.01%
59,979
+10,579
2937
$829K ﹤0.01%
43,060
+2,222
2938
$828K ﹤0.01%
29,895
+779
2939
$828K ﹤0.01%
299,580
+152,024
2940
$826K ﹤0.01%
23,742
+3,233
2941
$825K ﹤0.01%
43,340
+2,087
2942
$825K ﹤0.01%
442,300
+178,165
2943
$824K ﹤0.01%
58,414
+6,271
2944
$823K ﹤0.01%
48,000
-37,482
2945
$823K ﹤0.01%
17,383
-252,714
2946
$821K ﹤0.01%
18,997
+18,757
2947
$820K ﹤0.01%
44,120
+16,266
2948
$820K ﹤0.01%
72,586
+43,737
2949
$816K ﹤0.01%
79,845
-2,989
2950
$814K ﹤0.01%
4,671
-321