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
$310B
AUM Growth
-$19.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,102
New
Increased
Reduced
Closed

Top Buys

1 +$589M
2 +$461M
3 +$324M
4
TSLA icon
Tesla
TSLA
+$288M
5
DG icon
Dollar General
DG
+$202M

Top Sells

1 +$561M
2 +$256M
3 +$234M
4
DRE
Duke Realty Corp.
DRE
+$229M
5
CMCSA icon
Comcast
CMCSA
+$214M

Sector Composition

1 Technology 18.14%
2 Healthcare 13.63%
3 Financials 13.11%
4 Industrials 10.45%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3526
$201K ﹤0.01%
+2,354
3527
$200K ﹤0.01%
70,674
-15,881
3528
$199K ﹤0.01%
15,278
+1,981
3529
$199K ﹤0.01%
+17,598
3530
$198K ﹤0.01%
67,956
+1,037
3531
$198K ﹤0.01%
87,777
-4,896
3532
$196K ﹤0.01%
16,413
+2,156
3533
$196K ﹤0.01%
9,658
+656
3534
$192K ﹤0.01%
112,044
-6,256
3535
$192K ﹤0.01%
122,011
+3,519
3536
$191K ﹤0.01%
2,327
+254
3537
$191K ﹤0.01%
74,632
-37,290
3538
$190K ﹤0.01%
33,542
-1,344
3539
$189K ﹤0.01%
24,094
-1,187
3540
$188K ﹤0.01%
13,921
-826
3541
$187K ﹤0.01%
28,740
-1,632
3542
$186K ﹤0.01%
24,052
-790
3543
$185K ﹤0.01%
12,463
-68
3544
$185K ﹤0.01%
54,194
-2,532
3545
$184K ﹤0.01%
7,705
+192
3546
$183K ﹤0.01%
41,111
-2,312
3547
$183K ﹤0.01%
10,140
3548
$182K ﹤0.01%
12,707
-7,719
3549
$182K ﹤0.01%
12,738
+1,479
3550
$181K ﹤0.01%
106,654
+68,692