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
3001
$755K ﹤0.01%
30,440
-390
3002
$754K ﹤0.01%
63,966
-5,490
3003
$753K ﹤0.01%
+3,345
3004
$752K ﹤0.01%
53,391
-484
3005
$746K ﹤0.01%
17,500
+378
3006
$745K ﹤0.01%
29,345
-2,915
3007
$745K ﹤0.01%
40,953
+719
3008
$744K ﹤0.01%
179,781
-5,943
3009
$740K ﹤0.01%
92,419
-1,301
3010
$735K ﹤0.01%
12,238
+1,473
3011
$734K ﹤0.01%
7,355
-4,168
3012
$734K ﹤0.01%
30,794
+2,919
3013
$725K ﹤0.01%
66,808
-812
3014
$723K ﹤0.01%
61,689
-8,793
3015
$718K ﹤0.01%
166,873
+153,196
3016
$714K ﹤0.01%
11,319
-3,566
3017
$713K ﹤0.01%
163,075
-5,582
3018
$712K ﹤0.01%
6,555
-9,460
3019
$710K ﹤0.01%
75,214
-589
3020
$707K ﹤0.01%
119,866
-4,343
3021
$705K ﹤0.01%
69,009
+733
3022
$704K ﹤0.01%
+545,400
3023
$700K ﹤0.01%
57,434
+379
3024
$695K ﹤0.01%
45,886
-1,867
3025
$691K ﹤0.01%
21,480
+1,189