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
1251
$14M ﹤0.01%
197,611
+90,619
1252
$14M ﹤0.01%
744,763
+15,968
1253
$14M ﹤0.01%
154,510
+5,906
1254
$13.9M ﹤0.01%
264,590
-75,767
1255
$13.9M ﹤0.01%
2,752,302
+693,782
1256
$13.9M ﹤0.01%
457,951
+50,793
1257
$13.8M ﹤0.01%
755,872
-28,614
1258
$13.8M ﹤0.01%
1,654,828
+989,477
1259
$13.8M ﹤0.01%
195,320
+162,424
1260
$13.8M ﹤0.01%
477,645
+280,321
1261
$13.8M ﹤0.01%
330,628
+157,714
1262
$13.8M ﹤0.01%
275,867
-6,555
1263
$13.7M ﹤0.01%
334,036
+79,440
1264
$13.7M ﹤0.01%
402,201
-119,671
1265
$13.7M ﹤0.01%
279,000
+20,000
1266
$13.6M ﹤0.01%
316,004
+48,390
1267
$13.6M ﹤0.01%
1,461,150
-75,156
1268
$13.6M ﹤0.01%
533,587
+71,848
1269
$13.6M ﹤0.01%
280,951
-16,518
1270
$13.6M ﹤0.01%
458,276
+3,814
1271
$13.6M ﹤0.01%
228,367
-182,999
1272
$13.6M ﹤0.01%
291,541
+4,207
1273
$13.5M ﹤0.01%
188,923
+30,962
1274
$13.5M ﹤0.01%
1,247,211
-38,928
1275
$13.4M ﹤0.01%
1,068,913
+57,298