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
1376
$11.3M ﹤0.01%
96,763
+7,288
1377
$11.3M ﹤0.01%
402,225
+254,003
1378
$11.3M ﹤0.01%
759,204
-229,335
1379
$11.2M ﹤0.01%
111,381
-8,486
1380
$11.2M ﹤0.01%
340,534
-562,368
1381
$11.2M ﹤0.01%
288,772
-44,509
1382
$11.2M ﹤0.01%
509,373
+278,959
1383
$11.2M ﹤0.01%
427,441
+18,473
1384
$11.2M ﹤0.01%
2,906,103
-18,787
1385
$11.2M ﹤0.01%
120,919
-17,946
1386
$11.2M ﹤0.01%
635,139
-94,381
1387
$11.1M ﹤0.01%
181,098
-82,804
1388
$11.1M ﹤0.01%
3,954,853
-844,613
1389
$11.1M ﹤0.01%
398,773
-174,429
1390
$11.1M ﹤0.01%
489,199
+14,778
1391
$11.1M ﹤0.01%
1,242,629
-308,258
1392
$11.1M ﹤0.01%
1,343,402
-116,512
1393
$11.1M ﹤0.01%
215,676
-11,550
1394
$11M ﹤0.01%
156,923
-1
1395
$11M ﹤0.01%
76,693
-425
1396
$11M ﹤0.01%
206,652
+10,854
1397
$10.9M ﹤0.01%
680,886
+140,355
1398
$10.9M ﹤0.01%
1,317,945
-64,625
1399
$10.9M ﹤0.01%
483,808
-42,677
1400
$10.8M ﹤0.01%
812,955
-169,794