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
426
$120M 0.04%
1,732,544
-133,685
427
$120M 0.04%
1,624,609
-220,738
428
$119M 0.04%
2,068,951
+113,236
429
$119M 0.04%
1,647,612
-564,245
430
$117M 0.04%
1,587,771
-124,318
431
$117M 0.04%
2,569,829
-2,978,830
432
$117M 0.04%
4,097,952
-16,440
433
$117M 0.04%
3,330,320
-5,034,520
434
$117M 0.04%
3,064,435
+509,616
435
$116M 0.04%
3,440,534
-158,099
436
$116M 0.04%
1,318,229
+588,453
437
$116M 0.04%
1,950,966
+61,224
438
$115M 0.04%
1,494,100
-491,141
439
$115M 0.04%
754,602
-87,290
440
$114M 0.04%
7,537,930
-1,499,975
441
$114M 0.04%
2,581,654
-258,543
442
$114M 0.04%
2,091,088
-124,319
443
$114M 0.04%
3,740,901
-558,651
444
$114M 0.04%
3,156,894
+193,192
445
$113M 0.04%
3,019,285
-93,339
446
$113M 0.04%
2,779,482
-258,109
447
$113M 0.04%
2,932,577
+6,967
448
$113M 0.04%
737,377
-449,283
449
$113M 0.04%
509,687
+26,354
450
$113M 0.04%
1,267,500
-242,749