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
$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
101
$569M 0.19%
10,525,500
+650,910
102
$553M 0.19%
14,017,287
-2,592,656
103
$551M 0.19%
8,236,773
+2,615,749
104
$546M 0.18%
7,681,026
-131,487
105
$542M 0.18%
7,221,051
-64,374
106
$539M 0.18%
14,866,203
+557,681
107
$527M 0.18%
9,523,802
-571,045
108
$527M 0.18%
3,705,292
+260,964
109
$526M 0.18%
3,706,717
-281,905
110
$526M 0.18%
3,364,550
-4,027
111
$526M 0.18%
8,171,076
+665,837
112
$525M 0.18%
7,615,367
+231,529
113
$513M 0.17%
7,527,051
-303,935
114
$511M 0.17%
5,740,213
-1,712,175
115
$501M 0.17%
26,590,296
-4,286,439
116
$500M 0.17%
10,292,713
-300,814
117
$499M 0.17%
3,115,475
-714,500
118
$491M 0.17%
9,037,669
-140,460
119
$491M 0.17%
2,338,263
-128,379
120
$489M 0.16%
2,999,828
-161,324
121
$487M 0.16%
6,854,086
-2,124,586
122
$485M 0.16%
8,023,197
-1,335,093
123
$476M 0.16%
6,167,728
-25,393
124
$474M 0.16%
4,591,571
+519,579
125
$472M 0.16%
5,992,434
+835,105