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
3001
$626K ﹤0.01%
7,540
-1,902
3002
$625K ﹤0.01%
51,672
-2,023
3003
$625K ﹤0.01%
+8,435
3004
$625K ﹤0.01%
49,654
-1,737
3005
$624K ﹤0.01%
17,044
-822
3006
$622K ﹤0.01%
+32,131
3007
$619K ﹤0.01%
81,605
-1,154
3008
$618K ﹤0.01%
29,128
+903
3009
$618K ﹤0.01%
60,047
-7,694
3010
$615K ﹤0.01%
+48,849
3011
$615K ﹤0.01%
24,380
+2,323
3012
$615K ﹤0.01%
55,071
-6,941
3013
$615K ﹤0.01%
84,096
-37,890
3014
$614K ﹤0.01%
3,292
-239
3015
$613K ﹤0.01%
16,421
-18,308
3016
$606K ﹤0.01%
57,886
+549
3017
$606K ﹤0.01%
78,802
-603
3018
$602K ﹤0.01%
22,482
-20,173
3019
$598K ﹤0.01%
71,271
+3,881
3020
$597K ﹤0.01%
82,402
+44,359
3021
$596K ﹤0.01%
110,977
-3,882
3022
$595K ﹤0.01%
158,369
+1,479
3023
$595K ﹤0.01%
11,528
+704
3024
$593K ﹤0.01%
7,374
-10,849
3025
$588K ﹤0.01%
24,837
-4,930