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
$258B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,237
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
1301
$13.7M 0.01%
276,577
+9,189
1302
$13.7M 0.01%
857,426
-240,011
1303
$13.7M 0.01%
1,287,941
+333,710
1304
$13.6M 0.01%
966,898
+289,247
1305
$13.6M 0.01%
506,990
+136,213
1306
$13.6M 0.01%
337,126
+20,725
1307
$13.6M 0.01%
738,938
+187,762
1308
$13.5M 0.01%
384,708
-16,917
1309
$13.5M 0.01%
351,484
-188,126
1310
$13.4M 0.01%
578,081
+156,888
1311
$13.4M 0.01%
+1,813,209
1312
$13.3M 0.01%
341,638
-38,127
1313
$13.3M 0.01%
926,363
-73,257
1314
$13.3M 0.01%
163,991
+31,274
1315
$13.3M 0.01%
421,588
-105,685
1316
$13.3M 0.01%
143,530
-61,755
1317
$13.3M 0.01%
123,604
+24,500
1318
$13.3M 0.01%
268,293
-200,052
1319
$13.2M 0.01%
465,940
-41,641
1320
$13.2M 0.01%
170,337
+9,370
1321
$13.1M 0.01%
264,772
+137,442
1322
$13.1M 0.01%
801,899
+668,038
1323
$13M 0.01%
3,189,327
+56,066
1324
$13M 0.01%
1,364,178
-112,175
1325
$13M 0.01%
1,237,911
-44,425