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
$246B
AUM Growth
-$4.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,882
New
Increased
Reduced
Closed

Top Buys

1 +$434M
2 +$390M
3 +$261M
4
AXP icon
American Express
AXP
+$249M
5
DVN icon
Devon Energy
DVN
+$249M

Top Sells

1 +$486M
2 +$363M
3 +$300M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$275M
5
HR icon
Healthcare Realty
HR
+$249M

Sector Composition

1 Technology 15.3%
2 Financials 12.53%
3 Healthcare 11.7%
4 Real Estate 9.6%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$7.69M ﹤0.01%
3,982,798
+7,621
1477
$7.68M ﹤0.01%
589,145
-72,251
1478
$7.63M ﹤0.01%
391,168
-183,570
1479
$7.63M ﹤0.01%
229,687
-4,340
1480
$7.62M ﹤0.01%
168,339
-19,567
1481
$7.59M ﹤0.01%
81,268
-7,245
1482
$7.59M ﹤0.01%
402,093
-146,422
1483
$7.57M ﹤0.01%
346,460
+72,722
1484
$7.56M ﹤0.01%
125,723
-13,466
1485
$7.54M ﹤0.01%
506,987
-8,548
1486
$7.54M ﹤0.01%
263,577
-21
1487
$7.52M ﹤0.01%
118,166
+10,216
1488
$7.52M ﹤0.01%
183,789
+29,876
1489
$7.52M ﹤0.01%
1,073,736
+123,827
1490
$7.5M ﹤0.01%
270,274
-30,242
1491
$7.5M ﹤0.01%
531,848
+22,906
1492
$7.5M ﹤0.01%
47,795
+13,321
1493
$7.49M ﹤0.01%
109,672
+48,898
1494
$7.41M ﹤0.01%
555,932
-47,238
1495
$7.4M ﹤0.01%
622,061
+142,987
1496
$7.39M ﹤0.01%
421,785
-57
1497
$7.39M ﹤0.01%
595,181
-63,935
1498
$7.35M ﹤0.01%
381,345
+75,370
1499
$7.33M ﹤0.01%
102,553
-7,379
1500
$7.33M ﹤0.01%
93,833
+38