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
$298B
AUM Growth
+$6.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,782
New
Increased
Reduced
Closed

Top Buys

1 +$421M
2 +$323M
3 +$211M
4
AMZN icon
Amazon
AMZN
+$178M
5
WELL icon
Welltower
WELL
+$175M

Top Sells

1 +$467M
2 +$243M
3 +$236M
4
TGT icon
Target
TGT
+$224M
5
HAR
Harman International Industries
HAR
+$189M

Sector Composition

1 Technology 13.22%
2 Financials 12.94%
3 Healthcare 9.31%
4 Real Estate 8.09%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$837K ﹤0.01%
54,397
-30,218
2952
$835K ﹤0.01%
35,610
-189,891
2953
$834K ﹤0.01%
31,100
+2,600
2954
$834K ﹤0.01%
40,080
-3,244
2955
$829K ﹤0.01%
61,440
-5,442
2956
$826K ﹤0.01%
15,773
+1,049
2957
$825K ﹤0.01%
12,327
-830
2958
$825K ﹤0.01%
74,705
-951,022
2959
$824K ﹤0.01%
111,353
+7,651
2960
$823K ﹤0.01%
29,147
-2,112
2961
$821K ﹤0.01%
4,169
-201
2962
$821K ﹤0.01%
+52,886
2963
$820K ﹤0.01%
12,175
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2964
$816K ﹤0.01%
22,246
-56,600
2965
$815K ﹤0.01%
27,042
-462
2966
$812K ﹤0.01%
41,940
-5,099
2967
$812K ﹤0.01%
32,889
-360,258
2968
$804K ﹤0.01%
108,594
+62,492
2969
$802K ﹤0.01%
33,217
+2,597
2970
$799K ﹤0.01%
81,158
-7,485
2971
$796K ﹤0.01%
15,891
-2,347
2972
$795K ﹤0.01%
69,424
+2,772
2973
$794K ﹤0.01%
101,075
+6,597
2974
$794K ﹤0.01%
69,381
+3,538
2975
$793K ﹤0.01%
60,320
-2,367