Invesco

Invesco Portfolio holdings

AUM $588B
1-Year Est. Return 25.92%
 

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
+25.92%
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
4,238
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
101
$550M 0.21%
7,734,360
-866,307
102
$550M 0.21%
7,437,889
-1,127,119
103
$543M 0.21%
4,593,283
-2,533,973
104
$543M 0.21%
7,031,424
+113,123
105
$537M 0.21%
37,946,141
+1,375,347
106
$526M 0.2%
120,454,456
+10,274,832
107
$519M 0.2%
5,214,481
-490,286
108
$517M 0.2%
7,743,028
+1,250,480
109
$513M 0.2%
15,701,206
-437,871
110
$510M 0.2%
11,820,204
-2,725,838
111
$498M 0.19%
6,367,416
+359,317
112
$494M 0.19%
11,134,626
+107,888
113
$491M 0.19%
8,147,141
+924,827
114
$487M 0.19%
24,144,222
+5,528,392
115
$483M 0.19%
1,070,629
-212,853
116
$483M 0.19%
4,678,301
-1,052,779
117
$483M 0.19%
14,682,940
-560,254
118
$476M 0.18%
11,220,573
+293,590
119
$471M 0.18%
3,071,161
+220,286
120
$465M 0.18%
10,742,718
-149,396
121
$463M 0.18%
8,180,161
+313,021
122
$462M 0.18%
4,407,996
-6,860
123
$460M 0.18%
6,238,311
-66,922
124
$460M 0.18%
2,651,780
-481,450
125
$459M 0.18%
4,706,908
+20,069