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
3051
$638K ﹤0.01%
18,329
+415
3052
$638K ﹤0.01%
33,590
-21,332
3053
$636K ﹤0.01%
3,686
-860
3054
$636K ﹤0.01%
51,300
+42,605
3055
$634K ﹤0.01%
8,468
+1,916
3056
$634K ﹤0.01%
49,220
-10,791
3057
$633K ﹤0.01%
+14,792
3058
$628K ﹤0.01%
25,834
+25,718
3059
$625K ﹤0.01%
1,490,647
+1,154,774
3060
$624K ﹤0.01%
105,287
-21,614
3061
$621K ﹤0.01%
27,965
+4,969
3062
$621K ﹤0.01%
41,711
+5,760
3063
$619K ﹤0.01%
13,932
-308
3064
$615K ﹤0.01%
339,505
+67,846
3065
$615K ﹤0.01%
34,731
+10,566
3066
$612K ﹤0.01%
23,879
-18,669
3067
$611K ﹤0.01%
+34,230
3068
$610K ﹤0.01%
36,493
+2,643
3069
$609K ﹤0.01%
168,517
-28,028
3070
$608K ﹤0.01%
24,976
+959
3071
$605K ﹤0.01%
43,026
+3,095
3072
$601K ﹤0.01%
23,349
+10,876
3073
$600K ﹤0.01%
1,314
-279
3074
$599K ﹤0.01%
5,335
-14,274
3075
$599K ﹤0.01%
228,438
-20,975