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
3276
$367K ﹤0.01%
20,335
+20,095
3277
$365K ﹤0.01%
17,367
+114
3278
$365K ﹤0.01%
34,441
+6,738
3279
$365K ﹤0.01%
24,720
+10,905
3280
$365K ﹤0.01%
63,762
+17,185
3281
$364K ﹤0.01%
8,796
+1,132
3282
$364K ﹤0.01%
66,719
+62,247
3283
$364K ﹤0.01%
24,155
+10,334
3284
$361K ﹤0.01%
5,385
+855
3285
$360K ﹤0.01%
29,238
+9,736
3286
$358K ﹤0.01%
13,309
+5,837
3287
$358K ﹤0.01%
+56,245
3288
$357K ﹤0.01%
17,741
+4,501
3289
$355K ﹤0.01%
99,681
+43,159
3290
$354K ﹤0.01%
37,777
-9,292
3291
$353K ﹤0.01%
15,051
-705,528
3292
$350K ﹤0.01%
35,833
+12,985
3293
$348K ﹤0.01%
2,176
-384
3294
$348K ﹤0.01%
19,805
-5,577
3295
$348K ﹤0.01%
10,350
-15,935
3296
$347K ﹤0.01%
29,128
+91
3297
$343K ﹤0.01%
18,930
-234
3298
$342K ﹤0.01%
16,339
-366
3299
$342K ﹤0.01%
38,478
-1,129
3300
$341K ﹤0.01%
10,344
+1,975