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
3251
$389K ﹤0.01%
19,541
+352
3252
$384K ﹤0.01%
17,927
-46,218
3253
$384K ﹤0.01%
15,236
-2,157
3254
$383K ﹤0.01%
8,520
-124
3255
$383K ﹤0.01%
53,256
+9,364
3256
$380K ﹤0.01%
3,457
-117
3257
$379K ﹤0.01%
1,573
-17
3258
$378K ﹤0.01%
600
+280
3259
$376K ﹤0.01%
14,145
+1,376
3260
$376K ﹤0.01%
17,539
-240
3261
$376K ﹤0.01%
13,925
+1,082
3262
$376K ﹤0.01%
6,377
+484
3263
$375K ﹤0.01%
12,385
+90
3264
$374K ﹤0.01%
37,248
+8,608
3265
$374K ﹤0.01%
15,555
-3,047
3266
$373K ﹤0.01%
117,510
+18,294
3267
$372K ﹤0.01%
12,778
-110
3268
$367K ﹤0.01%
20,316
-1,582
3269
$363K ﹤0.01%
17,525
+2,488
3270
$357K ﹤0.01%
51,667
+8,396
3271
$356K ﹤0.01%
6,908
+1,200
3272
$354K ﹤0.01%
15,288
-515
3273
$351K ﹤0.01%
2,617
+192
3274
$349K ﹤0.01%
18,500
+9,120
3275
$348K ﹤0.01%
136,259
+899