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
3376
$241K ﹤0.01%
34,472
-290
3377
$241K ﹤0.01%
+2,220
3378
$240K ﹤0.01%
+6,455
3379
$240K ﹤0.01%
52,684
+206
3380
$240K ﹤0.01%
14,676
-608
3381
$239K ﹤0.01%
+25,360
3382
$236K ﹤0.01%
15,806
-3,905
3383
$235K ﹤0.01%
17,809
-5,564
3384
$235K ﹤0.01%
+9,720
3385
$235K ﹤0.01%
34,191
-496
3386
$233K ﹤0.01%
30,915
+3,406
3387
$233K ﹤0.01%
28,269
-347
3388
$231K ﹤0.01%
+6,646
3389
$230K ﹤0.01%
46,571
+2,261
3390
$230K ﹤0.01%
91,855
+11,766
3391
$230K ﹤0.01%
32,170
-223
3392
$228K ﹤0.01%
27,564
-2,311
3393
$226K ﹤0.01%
1,398
-3
3394
$225K ﹤0.01%
17,959
-388
3395
$225K ﹤0.01%
6,530
+1,424
3396
$225K ﹤0.01%
2,586
-478
3397
$224K ﹤0.01%
9,357
-5,987
3398
$223K ﹤0.01%
30,077
-7,386
3399
$222K ﹤0.01%
10,162
-344,730
3400
$222K ﹤0.01%
5,462
-54,157