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
$246B
AUM Growth
-$4.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,882
New
Increased
Reduced
Closed

Top Buys

1 +$434M
2 +$390M
3 +$261M
4
AXP icon
American Express
AXP
+$249M
5
DVN icon
Devon Energy
DVN
+$249M

Top Sells

1 +$486M
2 +$363M
3 +$300M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$275M
5
HR icon
Healthcare Realty
HR
+$249M

Sector Composition

1 Technology 15.3%
2 Financials 12.53%
3 Healthcare 11.7%
4 Real Estate 9.6%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$6.24M ﹤0.01%
418,623
-5,820
1602
$6.24M ﹤0.01%
823,759
-16,233
1603
$6.22M ﹤0.01%
452,166
-213,196
1604
$6.21M ﹤0.01%
423,763
+219
1605
$6.21M ﹤0.01%
872,357
+280,435
1606
$6.2M ﹤0.01%
670,926
-44,634
1607
$6.2M ﹤0.01%
387,890
+20,927
1608
$6.19M ﹤0.01%
391,026
+31,197
1609
$6.19M ﹤0.01%
277,438
+3,995
1610
$6.18M ﹤0.01%
772,992
+425,220
1611
$6.18M ﹤0.01%
599,692
+64,912
1612
$6.17M ﹤0.01%
160,061
-41,109
1613
$6.17M ﹤0.01%
159,277
-84,051
1614
$6.16M ﹤0.01%
493,977
-26,332
1615
$6.16M ﹤0.01%
280,114
-5,888
1616
$6.16M ﹤0.01%
606,816
-40,507
1617
$6.16M ﹤0.01%
792,340
+270,967
1618
$6.15M ﹤0.01%
457,785
-30,585
1619
$6.15M ﹤0.01%
369,972
-1,291
1620
$6.13M ﹤0.01%
377,265
+5,339
1621
$6.13M ﹤0.01%
272,289
-81,396
1622
$6.11M ﹤0.01%
360,293
-1,828
1623
$6.11M ﹤0.01%
84,187
+29,521
1624
$6.1M ﹤0.01%
361,538
-71,389
1625
$6.1M ﹤0.01%
435,082
+8,926