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
1476
$9.58M ﹤0.01%
650,544
-53,117
1477
$9.58M ﹤0.01%
322,986
+13,952
1478
$9.55M ﹤0.01%
583,352
+509,521
1479
$9.54M ﹤0.01%
395,713
+78,114
1480
$9.54M ﹤0.01%
316,547
+31,952
1481
$9.49M ﹤0.01%
518,031
+54,499
1482
$9.48M ﹤0.01%
679,408
-149,987
1483
$9.48M ﹤0.01%
440,990
+316,902
1484
$9.48M ﹤0.01%
656,101
-1,056,294
1485
$9.47M ﹤0.01%
884,662
+155,935
1486
$9.41M ﹤0.01%
1,346,994
+38,661
1487
$9.41M ﹤0.01%
357,457
+72,941
1488
$9.41M ﹤0.01%
764,696
-73,669
1489
$9.4M ﹤0.01%
828,757
-108,109
1490
$9.39M ﹤0.01%
170,652
-69,191
1491
$9.38M ﹤0.01%
804,095
-876,974
1492
$9.38M ﹤0.01%
273,207
+38,621
1493
$9.38M ﹤0.01%
245,109
+101,644
1494
$9.37M ﹤0.01%
85,500
-2,900
1495
$9.36M ﹤0.01%
568,884
+65,442
1496
$9.35M ﹤0.01%
142,497
+27,585
1497
$9.35M ﹤0.01%
792,585
+662,465
1498
$9.33M ﹤0.01%
572,424
-3,407
1499
$9.3M ﹤0.01%
153,019
-10,375
1500
$9.28M ﹤0.01%
943,290
+73,127