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
1076
$21.7M 0.01%
452,877
-141,239
1077
$21.6M 0.01%
378,387
+190,844
1078
$21.5M 0.01%
511,724
-7,544
1079
$21.5M 0.01%
1,030,836
-14,334
1080
$21.4M 0.01%
381,408
+68,041
1081
$21.3M 0.01%
2,132,274
+591,539
1082
$21.3M 0.01%
870,323
-28,930
1083
$21.2M 0.01%
574,949
+33,894
1084
$21.2M 0.01%
835,296
-22,466
1085
$21.1M 0.01%
163,968
+317
1086
$21.1M 0.01%
+1,058,149
1087
$21.1M 0.01%
1,113,715
-16,149
1088
$21M 0.01%
190,805
+24,959
1089
$20.9M 0.01%
1,100,933
+191,734
1090
$20.9M 0.01%
2,018,885
-184,422
1091
$20.8M 0.01%
345,590
+75,390
1092
$20.7M 0.01%
537,746
+90,949
1093
$20.5M 0.01%
820,200
-327,460
1094
$20.5M 0.01%
275,962
+22,701
1095
$20.5M 0.01%
1,303,699
+77,078
1096
$20.5M 0.01%
353,697
-295,150
1097
$20.4M 0.01%
447,291
-36,399
1098
$20.3M 0.01%
294,348
+11,402
1099
$20.2M 0.01%
280,404
-243
1100
$20.2M 0.01%
5,323,206
+5,311,184