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
3126
$542K ﹤0.01%
30,502
-110,876
3127
$541K ﹤0.01%
36,756
+8,912
3128
$541K ﹤0.01%
73,910
-11,592
3129
$538K ﹤0.01%
54,639
+3,829
3130
$537K ﹤0.01%
21,266
-33,353
3131
$534K ﹤0.01%
151,629
+11,422
3132
$532K ﹤0.01%
43,825
+4,667
3133
$531K ﹤0.01%
31,873
-5,600
3134
$530K ﹤0.01%
82,356
+24,070
3135
$530K ﹤0.01%
10,061
-18,006
3136
$529K ﹤0.01%
314,915
-27,014
3137
$525K ﹤0.01%
71,054
-32,787
3138
$525K ﹤0.01%
7,800
+286
3139
$525K ﹤0.01%
24,011
+945
3140
$524K ﹤0.01%
26,085
-1,058
3141
$523K ﹤0.01%
17,372
+5,623
3142
$522K ﹤0.01%
41,301
+4,858
3143
$520K ﹤0.01%
+28,863
3144
$519K ﹤0.01%
37,026
-16,855
3145
$517K ﹤0.01%
10,898
+1,105
3146
$516K ﹤0.01%
13,996
+13,635
3147
$514K ﹤0.01%
144,719
-2,899,286
3148
$514K ﹤0.01%
223,343
+27,183
3149
$513K ﹤0.01%
22,539
-184,155
3150
$513K ﹤0.01%
40,491
+2,738