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
2926
$747K ﹤0.01%
37,599
+8,321
2927
$742K ﹤0.01%
67,390
+15,503
2928
$742K ﹤0.01%
31,213
-20,246
2929
$739K ﹤0.01%
34,483
+10,536
2930
$736K ﹤0.01%
33,992
-8,291
2931
$735K ﹤0.01%
29,047
-4,444
2932
$734K ﹤0.01%
136,891
+29,084
2933
$734K ﹤0.01%
19,826
-137,210
2934
$733K ﹤0.01%
19,438
-3,442
2935
$733K ﹤0.01%
+22,717
2936
$730K ﹤0.01%
47,295
-5,536
2937
$729K ﹤0.01%
101,428
+63,060
2938
$728K ﹤0.01%
22,116
-12,195
2939
$727K ﹤0.01%
+28,086
2940
$727K ﹤0.01%
80,297
-103,221
2941
$727K ﹤0.01%
+14,006
2942
$725K ﹤0.01%
100,743
-36,634
2943
$720K ﹤0.01%
96,125
-2,273
2944
$719K ﹤0.01%
32,427
+12,414
2945
$716K ﹤0.01%
8,109
-2,293
2946
$716K ﹤0.01%
70,381
+2,577
2947
$715K ﹤0.01%
21,476
+2,854
2948
$714K ﹤0.01%
72,521
-477
2949
$712K ﹤0.01%
19,501
-528,685
2950
$712K ﹤0.01%
142,234
-109,926