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
1201
$15.9M 0.01%
362,638
+166,961
1202
$15.8M 0.01%
2,052,460
+243,667
1203
$15.8M 0.01%
1,528,590
+820,097
1204
$15.8M 0.01%
282,068
-482,581
1205
$15.8M 0.01%
422,947
+115,921
1206
$15.7M 0.01%
19,667
+1,885
1207
$15.7M 0.01%
322,724
+13,245
1208
$15.7M 0.01%
496,829
+46,579
1209
$15.6M 0.01%
133,720
-19,268
1210
$15.6M 0.01%
476,233
+6,679
1211
$15.6M 0.01%
318,038
+13,958
1212
$15.5M 0.01%
325,180
-5,917
1213
$15.5M 0.01%
813,026
-134,478
1214
$15.5M 0.01%
220,723
-54,977
1215
$15.4M 0.01%
642,149
+76,012
1216
$15.4M 0.01%
127,169
+21,396
1217
$15.4M 0.01%
377,495
+45,844
1218
$15.4M 0.01%
398,834
+95,248
1219
$15.2M 0.01%
919,930
+611,958
1220
$15.1M 0.01%
301,225
-62,474
1221
$15M 0.01%
157,310
+585
1222
$15M 0.01%
24,693
-66
1223
$15M 0.01%
1,796,265
+914,401
1224
$14.9M 0.01%
8,942
+1,054
1225
$14.9M 0.01%
623,043
+258,949