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
1201
$14.6M 0.01%
17,359
-2,847
1202
$14.6M 0.01%
406,646
-4,212
1203
$14.6M 0.01%
257,230
-13,075
1204
$14.5M 0.01%
172,069
+59,158
1205
$14.5M 0.01%
238,470
+36,259
1206
$14.5M 0.01%
305,772
+8,722
1207
$14.3M 0.01%
2,353,347
+468,751
1208
$14.3M 0.01%
477,125
-5,537
1209
$14.3M 0.01%
1,371,165
-116,192
1210
$14.3M 0.01%
355,954
+15,030
1211
$14.3M 0.01%
284,713
+88,622
1212
$14.2M 0.01%
593,935
+240,711
1213
$14.2M 0.01%
518,776
-353,885
1214
$14.2M 0.01%
374,021
+10,860
1215
$13.9M 0.01%
1,112,711
+395,791
1216
$13.9M 0.01%
155,364
+18,357
1217
$13.9M 0.01%
295,538
-185,430
1218
$13.9M 0.01%
437,656
+343,641
1219
$13.8M 0.01%
290,242
+15,713
1220
$13.8M 0.01%
555,246
+78,445
1221
$13.7M 0.01%
1,055,302
+56,670
1222
$13.7M 0.01%
862,291
+444,346
1223
$13.7M 0.01%
330,014
+8,190
1224
$13.7M 0.01%
206,010
+23,280
1225
$13.7M 0.01%
419,504
+12,678