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
1151
$17.2M 0.01%
385,610
+180,639
1152
$17.1M 0.01%
1,357,444
-67,941
1153
$17.1M 0.01%
414,099
-4,086
1154
$17.1M 0.01%
319,651
+274,667
1155
$17.1M 0.01%
127,932
+6,048
1156
$17.1M 0.01%
667,478
-2,092,070
1157
$17M 0.01%
220,956
+137,689
1158
$17M 0.01%
297,681
-25,328
1159
$16.9M 0.01%
+624,323
1160
$16.9M 0.01%
1,925,148
-526
1161
$16.9M 0.01%
737,205
+70,683
1162
$16.8M 0.01%
155,245
-1,998
1163
$16.8M 0.01%
1,298,024
-56,378
1164
$16.8M 0.01%
236,100
1165
$16.8M 0.01%
1,230,636
+220,883
1166
$16.7M 0.01%
724,961
+296,111
1167
$16.7M 0.01%
97,588
-73,367
1168
$16.7M 0.01%
978,647
-727,955
1169
$16.7M 0.01%
248,231
-39,202
1170
$16.7M 0.01%
1,269,506
-37,928
1171
$16.7M 0.01%
263,856
+10,951
1172
$16.7M 0.01%
483,265
+316,979
1173
$16.6M 0.01%
1,142,154
+332,280
1174
$16.6M 0.01%
238,029
-37,915
1175
$16.6M 0.01%
708,306
+201,971