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
$291B
AUM Growth
+$18.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,770
New
Increased
Reduced
Closed

Top Buys

1 +$329M
2 +$257M
3 +$220M
4
NWL icon
Newell Brands
NWL
+$204M
5
EXR icon
Extra Space Storage
EXR
+$203M

Top Sells

1 +$294M
2 +$262M
3 +$254M
4
GE icon
GE Aerospace
GE
+$222M
5
ESRX
Express Scripts Holding Company
ESRX
+$198M

Sector Composition

1 Technology 13.3%
2 Financials 11.41%
3 Healthcare 9.96%
4 Real Estate 9.14%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1476
$8.97M ﹤0.01%
177,575
-184,485
1477
$8.96M ﹤0.01%
164,880
-14,957
1478
$8.92M ﹤0.01%
180,397
+35,421
1479
$8.9M ﹤0.01%
642,286
+62,521
1480
$8.89M ﹤0.01%
614,299
+22,257
1481
$8.87M ﹤0.01%
643,461
+191,380
1482
$8.86M ﹤0.01%
321,589
-233,657
1483
$8.86M ﹤0.01%
506,335
+98,003
1484
$8.85M ﹤0.01%
375,617
+48,025
1485
$8.82M ﹤0.01%
268,945
+120,838
1486
$8.82M ﹤0.01%
175,422
+40,449
1487
$8.82M ﹤0.01%
516,674
-5,893
1488
$8.82M ﹤0.01%
801,489
+28,156
1489
$8.8M ﹤0.01%
189,621
+42,586
1490
$8.8M ﹤0.01%
3,512
+191
1491
$8.79M ﹤0.01%
1,268,544
+642,478
1492
$8.78M ﹤0.01%
629
+291
1493
$8.76M ﹤0.01%
+976,873
1494
$8.76M ﹤0.01%
393,147
-34,389
1495
$8.75M ﹤0.01%
131,843
-25,295
1496
$8.72M ﹤0.01%
7,583,628
+101,478
1497
$8.72M ﹤0.01%
145,896
+37,453
1498
$8.72M ﹤0.01%
478,560
+23,786
1499
$8.72M ﹤0.01%
870,163
-43,134
1500
$8.71M ﹤0.01%
578,456
-15,843