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
3176
$482K ﹤0.01%
110,785
-908
3177
$482K ﹤0.01%
24,216
-237
3178
$481K ﹤0.01%
102,346
+3,521
3179
$480K ﹤0.01%
54,872
-8,102
3180
$480K ﹤0.01%
32,881
+6,317
3181
$478K ﹤0.01%
98,500
-5,220
3182
$477K ﹤0.01%
16,396
+2,139
3183
$475K ﹤0.01%
42,382
-686
3184
$475K ﹤0.01%
108,022
+36,061
3185
$473K ﹤0.01%
55,653
-276,324
3186
$473K ﹤0.01%
24,237
-975,764
3187
$473K ﹤0.01%
27,986
+2,139
3188
$470K ﹤0.01%
+9,472
3189
$469K ﹤0.01%
33,566
+277
3190
$464K ﹤0.01%
37,286
-3,224
3191
$463K ﹤0.01%
30,772
+2,392
3192
$461K ﹤0.01%
17,618
-1,972
3193
$456K ﹤0.01%
32,770
-6,685
3194
$456K ﹤0.01%
17,838
-505,010
3195
$454K ﹤0.01%
+18,390
3196
$454K ﹤0.01%
22,087
+1,687
3197
$453K ﹤0.01%
15,834
+695
3198
$452K ﹤0.01%
49,930
-7,375
3199
$451K ﹤0.01%
24,468
+4,671
3200
$451K ﹤0.01%
32,850
-10,662