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
1051
$23.3M 0.01%
1,695,551
-12,510
1052
$23.2M 0.01%
629,082
-385,544
1053
$23.1M 0.01%
734,612
+129,970
1054
$23.1M 0.01%
2,337,739
+526,835
1055
$23.1M 0.01%
407,431
-96,901
1056
$23.1M 0.01%
788,130
-18,969
1057
$23.1M 0.01%
359,518
-6,077
1058
$23.1M 0.01%
794,151
+195,794
1059
$22.9M 0.01%
2,637,268
-648,925
1060
$22.9M 0.01%
531,342
+47,604
1061
$22.8M 0.01%
417,020
-1,946
1062
$22.7M 0.01%
713,345
+15,779
1063
$22.6M 0.01%
1,102,908
-22,820
1064
$22.6M 0.01%
9,607,230
-100
1065
$22.4M 0.01%
985,346
-20,214
1066
$22.4M 0.01%
1,512,201
+1,016,517
1067
$22.4M 0.01%
953,074
+285,788
1068
$22.4M 0.01%
977,451
-744,810
1069
$22.2M 0.01%
2,867,369
+1,292,008
1070
$22.1M 0.01%
408,662
+8,230
1071
$22M 0.01%
194,860
-5,786
1072
$21.9M 0.01%
829,596
-10,603
1073
$21.8M 0.01%
2,679,410
-184,468
1074
$21.8M 0.01%
673,737
+133,332
1075
$21.7M 0.01%
4,298,126
-998,715