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
1501
$9.27M ﹤0.01%
351,301
-354
1502
$9.27M ﹤0.01%
806,113
+41,174
1503
$9.25M ﹤0.01%
713,425
+62,295
1504
$9.22M ﹤0.01%
641,341
-101,332
1505
$9.22M ﹤0.01%
214,620
+31,372
1506
$9.21M ﹤0.01%
606,960
-70,400
1507
$9.2M ﹤0.01%
239,677
-41,448
1508
$9.18M ﹤0.01%
301,134
+7,127
1509
$9.16M ﹤0.01%
455,538
-181,249
1510
$9.15M ﹤0.01%
416,954
+99,883
1511
$9.15M ﹤0.01%
147,926
+66,117
1512
$9.11M ﹤0.01%
387,916
-57,623
1513
$9.08M ﹤0.01%
898,452
+127,000
1514
$9.08M ﹤0.01%
212,726
-2,153
1515
$9.05M ﹤0.01%
182,703
+81,808
1516
0
1517
$9.04M ﹤0.01%
246,367
+44,710
1518
$9.03M ﹤0.01%
247,632
+777
1519
$9.02M ﹤0.01%
114,050
-5,622
1520
$9.01M ﹤0.01%
26,149
+1,415
1521
$9.01M ﹤0.01%
656,937
+13,476
1522
$8.96M ﹤0.01%
207,932
-145,667
1523
$8.94M ﹤0.01%
379,775
+207,104
1524
$8.94M ﹤0.01%
279,841
-62,637
1525
$8.93M ﹤0.01%
284,699
+177,503