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
$272B
AUM Growth
+$26.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,817
New
Increased
Reduced
Closed

Top Buys

1 +$628M
2 +$271M
3 +$207M
4
WELL icon
Welltower
WELL
+$191M
5
PG icon
Procter & Gamble
PG
+$165M

Top Sells

1 +$911M
2 +$674M
3 +$503M
4
MSFT icon
Microsoft
MSFT
+$376M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$246M

Sector Composition

1 Technology 12.68%
2 Financials 11.22%
3 Healthcare 10.44%
4 Real Estate 9.61%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$653K ﹤0.01%
32,703
+731
2977
$652K ﹤0.01%
85,003
+19,653
2978
$651K ﹤0.01%
17,076
-1,240
2979
$649K ﹤0.01%
67,802
+7,567
2980
$648K ﹤0.01%
13,642
+718
2981
$648K ﹤0.01%
16,012
-912
2982
$647K ﹤0.01%
104,390
+3,647
2983
$645K ﹤0.01%
29,718
+2,332
2984
$644K ﹤0.01%
11,578
-490
2985
$643K ﹤0.01%
18,221
-225
2986
$643K ﹤0.01%
64,920
-2,518
2987
$641K ﹤0.01%
34,650
-15,712
2988
$641K ﹤0.01%
12,728
+4,906
2989
$640K ﹤0.01%
252,813
+76,022
2990
$638K ﹤0.01%
44,305
+4,879
2991
$637K ﹤0.01%
11,633
+9,091
2992
$636K ﹤0.01%
89,279
-5,205
2993
$635K ﹤0.01%
35,755
-5,064
2994
$634K ﹤0.01%
3,975
-1,869
2995
$634K ﹤0.01%
66,103
-4,175
2996
$634K ﹤0.01%
71,981
+1,862
2997
$634K ﹤0.01%
45,319
+10,227
2998
$632K ﹤0.01%
17,107
-20,995
2999
$629K ﹤0.01%
26,316
-1,755
3000
$629K ﹤0.01%
316,349
-18,793