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
$272B
AUM Growth
+$26.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,817
New
Increased
Reduced
Closed

Top Buys

1 +$628M
2 +$271M
3 +$207M
4
WELL icon
Welltower
WELL
+$191M
5
PG icon
Procter & Gamble
PG
+$165M

Top Sells

1 +$911M
2 +$674M
3 +$503M
4
MSFT icon
Microsoft
MSFT
+$376M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$246M

Sector Composition

1 Technology 12.68%
2 Financials 11.22%
3 Healthcare 10.44%
4 Real Estate 9.61%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3426
$177K ﹤0.01%
167,388
-2,976
3427
$177K ﹤0.01%
13,242
-6,226
3428
$177K ﹤0.01%
34,645
-339
3429
$177K ﹤0.01%
26,399
-78,032
3430
$175K ﹤0.01%
21,545
-643
3431
$171K ﹤0.01%
+18,799
3432
$171K ﹤0.01%
58,302
-3,434
3433
$169K ﹤0.01%
16,810
-300
3434
$168K ﹤0.01%
41,194
-2,342
3435
$168K ﹤0.01%
17,304
-1,533
3436
$168K ﹤0.01%
26,174
-69,970
3437
$168K ﹤0.01%
30,723
-548
3438
$167K ﹤0.01%
+11,939
3439
$166K ﹤0.01%
44,272
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3440
$165K ﹤0.01%
10,755
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3441
$165K ﹤0.01%
12,269
-239
3442
$164K ﹤0.01%
17,720
-5,029
3443
$164K ﹤0.01%
71,404
-3,787
3444
$162K ﹤0.01%
23,284
+130
3445
$162K ﹤0.01%
65,279
-1,160
3446
$160K ﹤0.01%
30,736
-278
3447
$159K ﹤0.01%
31,462
+13,144
3448
$156K ﹤0.01%
+10,578
3449
$156K ﹤0.01%
46,109
-820
3450
$151K ﹤0.01%
25,962