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
3501
$55K ﹤0.01%
12,960
-5,887
3502
$53K ﹤0.01%
+13,224
3503
$52K ﹤0.01%
691
-769
3504
$48K ﹤0.01%
+13,873
3505
$43K ﹤0.01%
+39
3506
$42K ﹤0.01%
+21,425
3507
$36K ﹤0.01%
26,758
+2,219
3508
$25K ﹤0.01%
1,367
+421
3509
-39,324
3510
-1,756
3511
-1,935
3512
-197,653
3513
-44,796
3514
-58,317
3515
-14,500
3516
-1,367,899
3517
-416,941
3518
-3,292,309
3519
-105,992
3520
-650,231
3521
-4,905
3522
-35,142
3523
-398,870
3524
-27,119
3525
-80,960