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
$272B
AUM Growth
+$26.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,817
New
Increased
Reduced
Closed

Top Buys

1 +$628M
2 +$271M
3 +$207M
4
WELL icon
Welltower
WELL
+$191M
5
PG icon
Procter & Gamble
PG
+$165M

Top Sells

1 +$911M
2 +$674M
3 +$503M
4
MSFT icon
Microsoft
MSFT
+$376M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$246M

Sector Composition

1 Technology 12.68%
2 Financials 11.22%
3 Healthcare 10.44%
4 Real Estate 9.61%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$17.8M 0.01%
423,048
-4,582
1127
$17.8M 0.01%
267,934
-78,259
1128
$17.8M 0.01%
637,344
+111,440
1129
$17.7M 0.01%
488,857
-397,507
1130
$17.7M 0.01%
1,359,834
+126,655
1131
$17.7M 0.01%
243,200
-16,355
1132
$17.6M 0.01%
201,217
+5,094
1133
$17.6M 0.01%
156,697
-2,287
1134
$17.5M 0.01%
1,690,476
+76,116
1135
$17.3M 0.01%
255,200
1136
$17.3M 0.01%
154,321
-16,377
1137
$17.2M 0.01%
869,167
-555,469
1138
$17.2M 0.01%
561,480
+408,412
1139
$17.1M 0.01%
90,196
-65,532
1140
$17.1M 0.01%
2,112,800
-90,677
1141
$17M 0.01%
209,432
+27,552
1142
$17M 0.01%
1,377,490
+108,769
1143
$17M 0.01%
46,485
-7,563
1144
$16.9M 0.01%
785,766
+82,026
1145
$16.9M 0.01%
92,338
-43,472
1146
$16.8M 0.01%
615,273
+178,180
1147
$16.6M 0.01%
932,757
+43,241
1148
$16.6M 0.01%
504,538
+81,388
1149
$16.5M 0.01%
286,721
+7,784
1150
$16.5M 0.01%
704,882
+15,511