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
$258B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,237
New
Increased
Reduced
Closed

Top Buys

1 +$738M
2 +$317M
3 +$291M
4
CFG icon
Citizens Financial Group
CFG
+$236M
5
NTAP icon
NetApp
NTAP
+$194M

Top Sells

1 +$352M
2 +$300M
3 +$219M
4
HSP
HOSPIRA INC
HSP
+$214M
5
AVGO icon
Broadcom
AVGO
+$196M

Sector Composition

1 Technology 16.03%
2 Healthcare 13.56%
3 Financials 12.55%
4 Real Estate 9.62%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$20M 0.01%
378,563
+37,315
1127
$20M 0.01%
67,288
-32,604
1128
$19.9M 0.01%
348,200
-120,800
1129
$19.9M 0.01%
257,892
-26,308
1130
$19.9M 0.01%
943,845
-99,583
1131
$19.9M 0.01%
355,924
-6,019
1132
$19.8M 0.01%
503,228
+40,774
1133
$19.7M 0.01%
802,746
+149,733
1134
$19.7M 0.01%
+200,000
1135
$19.7M 0.01%
404,001
-78,600
1136
$19.6M 0.01%
306,861
-123,718
1137
$19.5M 0.01%
847,765
+4,919
1138
$19.5M 0.01%
83,683
-439,278
1139
$19.5M 0.01%
482,104
-262,595
1140
$19.5M 0.01%
1,071,169
+219,476
1141
$19.5M 0.01%
184,191
-18,098
1142
$19.3M 0.01%
402,747
+9,796
1143
$19.3M 0.01%
267,987
-2,537
1144
$19.2M 0.01%
748,072
+5,904
1145
$19.1M 0.01%
404,494
-53,861
1146
$19M 0.01%
429,383
-3,298
1147
$19M 0.01%
1,093,604
+95,307
1148
$19M 0.01%
495,291
+102,273
1149
$18.9M 0.01%
4,740
+797
1150
$18.9M 0.01%
2,129,844
+181,192