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
$310B
AUM Growth
-$19.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,102
New
Increased
Reduced
Closed

Top Buys

1 +$589M
2 +$461M
3 +$324M
4
TSLA icon
Tesla
TSLA
+$288M
5
DG icon
Dollar General
DG
+$202M

Top Sells

1 +$561M
2 +$256M
3 +$234M
4
DRE
Duke Realty Corp.
DRE
+$229M
5
CMCSA icon
Comcast
CMCSA
+$214M

Sector Composition

1 Technology 18.14%
2 Healthcare 13.63%
3 Financials 13.11%
4 Industrials 10.45%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$13.7M ﹤0.01%
243,179
+1,408
1552
$13.7M ﹤0.01%
164,081
-2,723
1553
$13.7M ﹤0.01%
86,860
-72,223
1554
$13.6M ﹤0.01%
482,161
+43,123
1555
$13.6M ﹤0.01%
167,081
+7,079
1556
$13.6M ﹤0.01%
1,106,238
+72,007
1557
$13.6M ﹤0.01%
+734,748
1558
$13.6M ﹤0.01%
2,658,407
+294,009
1559
$13.5M ﹤0.01%
395,305
-136,425
1560
$13.5M ﹤0.01%
267,357
+10,336
1561
$13.5M ﹤0.01%
196,231
-17,457
1562
$13.4M ﹤0.01%
360,307
-43,123
1563
$13.4M ﹤0.01%
214,667
-70,287
1564
$13.4M ﹤0.01%
218,764
-31,475
1565
$13.4M ﹤0.01%
385,396
+179,575
1566
$13.4M ﹤0.01%
315,210
+83,644
1567
$13.4M ﹤0.01%
700,958
+5,810
1568
$13.3M ﹤0.01%
513,484
-35,550
1569
$13.3M ﹤0.01%
541,510
+124,827
1570
$13.3M ﹤0.01%
371,679
-58,351
1571
$13.3M ﹤0.01%
1,368,003
+20,400
1572
$13.3M ﹤0.01%
78,944
-4,578
1573
$13.3M ﹤0.01%
301,993
+22,154
1574
$13.3M ﹤0.01%
148,188
+4,735
1575
$13.3M ﹤0.01%
15,373
+236