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
3076
$606K ﹤0.01%
39,811
-5,078
3077
$606K ﹤0.01%
32,328
-1,098
3078
$605K ﹤0.01%
19,713
-297
3079
$605K ﹤0.01%
25,107
+4,121
3080
$605K ﹤0.01%
42,475
+12,271
3081
$604K ﹤0.01%
28,784
-382
3082
$603K ﹤0.01%
22,405
-3,895
3083
$603K ﹤0.01%
31,089
-1,545
3084
$601K ﹤0.01%
9,632
-1,378
3085
$599K ﹤0.01%
31,677
+2,918
3086
$599K ﹤0.01%
22,335
-307
3087
$593K ﹤0.01%
1,389
+75
3088
$591K ﹤0.01%
18,007
+638
3089
$590K ﹤0.01%
105,409
+1,824
3090
$588K ﹤0.01%
47,072
-4,457
3091
$587K ﹤0.01%
32,840
+1,880
3092
$587K ﹤0.01%
99,509
-14,579
3093
$586K ﹤0.01%
26,590
-1,320
3094
$586K ﹤0.01%
+30,804
3095
$586K ﹤0.01%
68,922
-85,984
3096
$584K ﹤0.01%
4,770
-888
3097
$583K ﹤0.01%
26,379
+4,336
3098
$578K ﹤0.01%
12,180
+482
3099
$577K ﹤0.01%
69,556
-40,296
3100
$575K ﹤0.01%
14,486
+1,446