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
976
$29.2M 0.01%
717,149
-14,143
977
$29.1M 0.01%
9,380,771
-1,152,122
978
$29M 0.01%
312,475
+43,252
979
$29M 0.01%
460,730
-71,306
980
$29M 0.01%
732,291
-103,342
981
$29M 0.01%
260,799
-11,827
982
$28.9M 0.01%
1,343,589
-403,902
983
$28.9M 0.01%
3,170,433
+661,564
984
$28.5M 0.01%
481,488
+10,271
985
$28.4M 0.01%
504,535
+65,551
986
$28M 0.01%
575,110
-87,149
987
$27.7M 0.01%
234,011
+35,577
988
$27.7M 0.01%
3,993,344
+47,616
989
$27.6M 0.01%
490,636
-3,534
990
$27.5M 0.01%
1,322,388
-96,233
991
$27.5M 0.01%
204,330
+123,918
992
$27.4M 0.01%
867,800
-454,389
993
$27.3M 0.01%
376,013
+87,481
994
$27.2M 0.01%
1,189,055
-87,637
995
$27M 0.01%
1,390,252
-206,034
996
$27M 0.01%
277,504
+112,106
997
$27M 0.01%
167,132
-641,186
998
$26.9M 0.01%
706,625
+25,905
999
$26.9M 0.01%
2,194,276
+447,652
1000
$26.8M 0.01%
190,545
-28,172