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
$246B
AUM Growth
-$4.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,882
New
Increased
Reduced
Closed

Top Buys

1 +$434M
2 +$390M
3 +$261M
4
AXP icon
American Express
AXP
+$249M
5
DVN icon
Devon Energy
DVN
+$249M

Top Sells

1 +$486M
2 +$363M
3 +$300M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$275M
5
HR icon
Healthcare Realty
HR
+$249M

Sector Composition

1 Technology 15.3%
2 Financials 12.53%
3 Healthcare 11.7%
4 Real Estate 9.6%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$362K ﹤0.01%
+21,189
3252
$362K ﹤0.01%
25,516
+7,696
3253
$360K ﹤0.01%
6,130
+172
3254
$359K ﹤0.01%
150,336
+86,044
3255
$355K ﹤0.01%
59,408
-17,164
3256
$351K ﹤0.01%
78,190
-3,450
3257
$351K ﹤0.01%
44,549
-4,194
3258
$350K ﹤0.01%
37,315
-11,595
3259
$348K ﹤0.01%
+6,961
3260
0
3261
$347K ﹤0.01%
34,302
-13,529
3262
$346K ﹤0.01%
58,924
-62,950
3263
$346K ﹤0.01%
68,287
-7,768
3264
$346K ﹤0.01%
+13,390
3265
$345K ﹤0.01%
33,983
-44,341
3266
$344K ﹤0.01%
+10,110
3267
$342K ﹤0.01%
20,903
+7,343
3268
$341K ﹤0.01%
26,644
-807
3269
$341K ﹤0.01%
50,256
+9,253
3270
$340K ﹤0.01%
28,739
+9,470
3271
$339K ﹤0.01%
+7,822
3272
$338K ﹤0.01%
17,759
-7,743
3273
$337K ﹤0.01%
1,213
-20,340
3274
$335K ﹤0.01%
24,790
-2,606
3275
$334K ﹤0.01%
7,654
-5,338