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
$291B
AUM Growth
+$18.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,770
New
Increased
Reduced
Closed

Top Buys

1 +$329M
2 +$257M
3 +$220M
4
NWL icon
Newell Brands
NWL
+$204M
5
EXR icon
Extra Space Storage
EXR
+$203M

Top Sells

1 +$294M
2 +$262M
3 +$254M
4
GE icon
GE Aerospace
GE
+$222M
5
ESRX
Express Scripts Holding Company
ESRX
+$198M

Sector Composition

1 Technology 13.3%
2 Financials 11.41%
3 Healthcare 9.96%
4 Real Estate 9.14%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$91K ﹤0.01%
12,142
+79
3452
$89K ﹤0.01%
14,545
-155
3453
$87K ﹤0.01%
+16,769
3454
$86K ﹤0.01%
+26,160
3455
$86K ﹤0.01%
101
-6,348
3456
$85K ﹤0.01%
14,920
+157
3457
$83K ﹤0.01%
1,353
+8
3458
$79K ﹤0.01%
16,673
+3,070
3459
$77K ﹤0.01%
13,677
+717
3460
$70K ﹤0.01%
11,415
+135
3461
$69K ﹤0.01%
11,206
-293,892
3462
$69K ﹤0.01%
29,394
+7,969
3463
$68K ﹤0.01%
+12,671
3464
$62K ﹤0.01%
27,302
+109
3465
$60K ﹤0.01%
+11,201
3466
$59K ﹤0.01%
13,935
-9,682
3467
$57K ﹤0.01%
19,247
+394
3468
$57K ﹤0.01%
+15,312
3469
$53K ﹤0.01%
+12,906
3470
$52K ﹤0.01%
15,297
+2,970
3471
$51K ﹤0.01%
13,992
+119
3472
$50K ﹤0.01%
32,025
+5,267
3473
$50K ﹤0.01%
+17,201
3474
$49K ﹤0.01%
706
+15
3475
$49K ﹤0.01%
11,445
+55