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
1576
$8.41M ﹤0.01%
256,507
-29,573
1577
$8.38M ﹤0.01%
184,332
-87,958
1578
$8.35M ﹤0.01%
623,720
+9,421
1579
$8.34M ﹤0.01%
613,843
+10,523
1580
$8.33M ﹤0.01%
284,781
-222,005
1581
$8.24M ﹤0.01%
136,001
+4,158
1582
$8.23M ﹤0.01%
245,287
+24,853
1583
$8.19M ﹤0.01%
155,183
-24,187
1584
$8.16M ﹤0.01%
228,847
-92,742
1585
$8.14M ﹤0.01%
306,787
-1,717
1586
$8.13M ﹤0.01%
478,210
+20,116
1587
$8.09M ﹤0.01%
490,688
-25,986
1588
$8.08M ﹤0.01%
779,422
+161,014
1589
$8.06M ﹤0.01%
360,784
+8,678
1590
$8.02M ﹤0.01%
279,882
+18,957
1591
$8M ﹤0.01%
94,287
+44,842
1592
$7.99M ﹤0.01%
384,095
+90
1593
$7.97M ﹤0.01%
188,862
+8,015
1594
$7.96M ﹤0.01%
184,707
+33,730
1595
$7.94M ﹤0.01%
705,904
-109,228
1596
$7.93M ﹤0.01%
163,801
1597
$7.89M ﹤0.01%
689,651
+311,942
1598
$7.88M ﹤0.01%
8,635
-377
1599
$7.88M ﹤0.01%
582,784
+290,353
1600
$7.87M ﹤0.01%
528,265
+5,090