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
1576
$6.95M ﹤0.01%
471,653
+13,868
1577
$6.95M ﹤0.01%
439,578
+86,893
1578
$6.93M ﹤0.01%
150,634
+26,366
1579
$6.92M ﹤0.01%
242,657
+165,053
1580
$6.92M ﹤0.01%
105,264
-12,451
1581
$6.92M ﹤0.01%
129,903
+1,733
1582
$6.92M ﹤0.01%
100,233
+8,611
1583
$6.91M ﹤0.01%
526,267
-29,430
1584
$6.89M ﹤0.01%
444,003
+20,240
1585
$6.89M ﹤0.01%
6,317,851
1586
$6.88M ﹤0.01%
854,929
-24,900
1587
$6.88M ﹤0.01%
298,669
+21,231
1588
$6.87M ﹤0.01%
96,257
-23,049
1589
$6.87M ﹤0.01%
534,201
+74,456
1590
$6.86M ﹤0.01%
135,322
+5,647
1591
$6.86M ﹤0.01%
85,040
+21,876
1592
$6.85M ﹤0.01%
96,415
-62,251
1593
$6.83M ﹤0.01%
393,476
+70,901
1594
$6.83M ﹤0.01%
431,600
-8,654,327
1595
$6.82M ﹤0.01%
211,510
-49,377
1596
$6.81M ﹤0.01%
263,413
-7,261
1597
$6.8M ﹤0.01%
237,539
+29,948
1598
$6.78M ﹤0.01%
668,195
+140,806
1599
$6.77M ﹤0.01%
441,862
+50,836
1600
$6.77M ﹤0.01%
480,524
+34,291