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
1501
$7.73M ﹤0.01%
553,705
+45,756
1502
$7.71M ﹤0.01%
530,996
-852
1503
$7.7M ﹤0.01%
337,927
-48,062
1504
$7.68M ﹤0.01%
476,607
+56,965
1505
$7.68M ﹤0.01%
1,107,615
+81,750
1506
$7.64M ﹤0.01%
210,741
+4,474
1507
$7.63M ﹤0.01%
828,988
+3,340
1508
$7.62M ﹤0.01%
579,765
+69,430
1509
$7.61M ﹤0.01%
1,705,470
+452,109
1510
$7.59M ﹤0.01%
107,542
+41,718
1511
$7.59M ﹤0.01%
344,295
+233,339
1512
$7.58M ﹤0.01%
178,268
+27,748
1513
$7.55M ﹤0.01%
244,476
-19,101
1514
$7.55M ﹤0.01%
431,337
-3,540
1515
$7.54M ﹤0.01%
116,498
+32,311
1516
$7.51M ﹤0.01%
571,329
-97,884
1517
$7.5M ﹤0.01%
673,686
+32,454
1518
$7.49M ﹤0.01%
610,132
+226,798
1519
$7.48M ﹤0.01%
308,598
-27,323
1520
$7.48M ﹤0.01%
418,890
+66,182
1521
$7.48M ﹤0.01%
114,274
+46,213
1522
$7.47M ﹤0.01%
477,048
+43,800
1523
$7.47M ﹤0.01%
52,216
+15,969
1524
$7.46M ﹤0.01%
172,729
+807
1525
$7.46M ﹤0.01%
676,056
+82,555