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
3026
$688K ﹤0.01%
106,674
-14,776
3027
$688K ﹤0.01%
35,611
+3,766
3028
$683K ﹤0.01%
51,730
+6,484
3029
$680K ﹤0.01%
9,775
-347
3030
$679K ﹤0.01%
6,038
+591
3031
$675K ﹤0.01%
160,728
+12,062
3032
$673K ﹤0.01%
124,557
-9,636
3033
$672K ﹤0.01%
34,136
+1,104
3034
$671K ﹤0.01%
20,187
+305
3035
$665K ﹤0.01%
72,137
-4,285
3036
$664K ﹤0.01%
19,769
-100
3037
$663K ﹤0.01%
6,290
-84
3038
$661K ﹤0.01%
24,600
-2,951
3039
$660K ﹤0.01%
20,032
-1,332
3040
$660K ﹤0.01%
27,584
-29,883
3041
$660K ﹤0.01%
76,087
-988
3042
$659K ﹤0.01%
25,410
+353
3043
$659K ﹤0.01%
36,018
-345,572
3044
$658K ﹤0.01%
18,058
+131
3045
$658K ﹤0.01%
81,737
+58,069
3046
$658K ﹤0.01%
36,562
-49,206
3047
$654K ﹤0.01%
30,247
-172,356
3048
$654K ﹤0.01%
26,323
-14,804
3049
$651K ﹤0.01%
87,404
-120,104
3050
$651K ﹤0.01%
146,801
+129,057