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
3001
$715K ﹤0.01%
16,740
+7,670
3002
$714K ﹤0.01%
+40,239
3003
$712K ﹤0.01%
294,411
+63,045
3004
$710K ﹤0.01%
68,326
+23,186
3005
$709K ﹤0.01%
17,862
+6,711
3006
$706K ﹤0.01%
22,473
+8,730
3007
$704K ﹤0.01%
83,992
-26,893
3008
$702K ﹤0.01%
38,767
-10,234
3009
$701K ﹤0.01%
34,756
+4,899
3010
$701K ﹤0.01%
92,475
+9,566
3011
$699K ﹤0.01%
102,286
-10,571
3012
$698K ﹤0.01%
18,761
+11,512
3013
$697K ﹤0.01%
12,698
+944
3014
$696K ﹤0.01%
191,132
+58,424
3015
$695K ﹤0.01%
10,981
-7,586
3016
$694K ﹤0.01%
174,732
-35,514
3017
$693K ﹤0.01%
38,060
-5,663
3018
$691K ﹤0.01%
23,908
-11,360
3019
$690K ﹤0.01%
31,090
-22,493
3020
$689K ﹤0.01%
70,391
-104,608
3021
$686K ﹤0.01%
47,308
+19,739
3022
$685K ﹤0.01%
71,678
+12,619
3023
$683K ﹤0.01%
60,430
-3,330
3024
$680K ﹤0.01%
20,506
+181
3025
$678K ﹤0.01%
14,763
+3,126