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
1101
$20.2M 0.01%
2,226,393
-237,615
1102
$20.2M 0.01%
162,177
+14,481
1103
$20.1M 0.01%
310,486
+139,831
1104
$20M 0.01%
207,483
-481
1105
$19.9M 0.01%
167,261
+71,582
1106
$19.9M 0.01%
490,529
-1,108,992
1107
$19.9M 0.01%
1,497,162
-12,527
1108
$19.9M 0.01%
485,614
-5,278
1109
$19.9M 0.01%
808,665
-119,962
1110
$19.8M 0.01%
6,371,895
+19,881
1111
$19.7M 0.01%
306,411
-1,064,856
1112
$19.5M 0.01%
976,326
+117,760
1113
$19.4M 0.01%
462,253
-113,303
1114
$19.4M 0.01%
495,011
+179,652
1115
$19.3M 0.01%
841,396
+53,280
1116
$19.3M 0.01%
276,726
+13,290
1117
$19.3M 0.01%
298,708
-19,343
1118
$19.2M 0.01%
244,154
+100,490
1119
$19.2M 0.01%
680,166
+515,407
1120
$18.9M 0.01%
380,244
+70,083
1121
$18.9M 0.01%
1,255,174
-84,922
1122
$18.9M 0.01%
194,603
-15,539
1123
$18.8M 0.01%
1,157,406
-159,218
1124
$18.8M 0.01%
53,473
1125
$18.7M 0.01%
344,186
+31,919