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
$272B
AUM Growth
+$26.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,817
New
Increased
Reduced
Closed

Top Buys

1 +$628M
2 +$271M
3 +$207M
4
WELL icon
Welltower
WELL
+$191M
5
PG icon
Procter & Gamble
PG
+$165M

Top Sells

1 +$911M
2 +$674M
3 +$503M
4
MSFT icon
Microsoft
MSFT
+$376M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$246M

Sector Composition

1 Technology 12.68%
2 Financials 11.22%
3 Healthcare 10.44%
4 Real Estate 9.61%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$10.2M ﹤0.01%
137,557
-175,000
1352
$10.2M ﹤0.01%
350,829
+1,410
1353
$10.1M ﹤0.01%
402,245
-1,596
1354
$10.1M ﹤0.01%
1,238,083
+20,654
1355
$10.1M ﹤0.01%
244,371
+9,768
1356
$10M ﹤0.01%
188,548
+10,244
1357
$10M ﹤0.01%
229,215
-12,182
1358
$10M ﹤0.01%
677,827
+32,052
1359
$9.97M ﹤0.01%
286,804
+13,398
1360
$9.9M ﹤0.01%
1,493,588
+110,816
1361
$9.89M ﹤0.01%
510,510
+25,254
1362
$9.89M ﹤0.01%
179,837
-24,968
1363
$9.88M ﹤0.01%
17,628
-338
1364
$9.87M ﹤0.01%
141,170
+44,676
1365
$9.86M ﹤0.01%
640,856
-67,069
1366
$9.79M ﹤0.01%
339,818
-317,962
1367
$9.76M ﹤0.01%
333,630
+224,180
1368
$9.76M ﹤0.01%
95,064
+27,135
1369
$9.75M ﹤0.01%
578,442
+97,777
1370
$9.72M ﹤0.01%
1,031,666
+258,674
1371
$9.71M ﹤0.01%
397,478
+8,199
1372
$9.71M ﹤0.01%
54,742
+6,947
1373
$9.69M ﹤0.01%
430,703
-260,424
1374
$9.66M ﹤0.01%
752,129
-69,934
1375
$9.65M ﹤0.01%
120,354
+50,153