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
$258B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,237
New
Increased
Reduced
Closed

Top Buys

1 +$738M
2 +$317M
3 +$291M
4
CFG icon
Citizens Financial Group
CFG
+$236M
5
NTAP icon
NetApp
NTAP
+$194M

Top Sells

1 +$352M
2 +$300M
3 +$219M
4
HSP
HOSPIRA INC
HSP
+$214M
5
AVGO icon
Broadcom
AVGO
+$196M

Sector Composition

1 Technology 16.03%
2 Healthcare 13.56%
3 Financials 12.55%
4 Real Estate 9.62%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1526
$8.14M ﹤0.01%
461,789
-63,259
1527
$8.13M ﹤0.01%
258,702
-1,408,164
1528
$8.12M ﹤0.01%
166,520
+13,609
1529
$8.08M ﹤0.01%
135,205
+32,901
1530
$8.07M ﹤0.01%
396,415
-31,664
1531
$8.05M ﹤0.01%
433,059
+74,080
1532
$8.05M ﹤0.01%
612,664
+21,668
1533
$8.04M ﹤0.01%
1,268,424
+462,707
1534
$8.01M ﹤0.01%
118,803
+63,627
1535
$7.96M ﹤0.01%
112,152
+55,461
1536
$7.94M ﹤0.01%
118,878
-114,205
1537
$7.93M ﹤0.01%
167,050
+24,509
1538
$7.92M ﹤0.01%
106,720
-61,911
1539
$7.91M ﹤0.01%
1,248,065
-907,945
1540
$7.9M ﹤0.01%
152,896
+42,166
1541
$7.9M ﹤0.01%
344,900
-3,250
1542
$7.88M ﹤0.01%
1,297,114
+111,000
1543
$7.85M ﹤0.01%
168,888
+4,321
1544
$7.85M ﹤0.01%
160,008
+21,820
1545
$7.83M ﹤0.01%
449,200
-1,701,033
1546
$7.82M ﹤0.01%
569,696
-26,104
1547
$7.81M ﹤0.01%
43,094
+10,575
1548
$7.79M ﹤0.01%
513,763
+24,949
1549
$7.79M ﹤0.01%
364,522
-6,190
1550
$7.78M ﹤0.01%
3,157,083
-11,917