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
$291B
AUM Growth
+$18.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,770
New
Increased
Reduced
Closed

Top Buys

1 +$329M
2 +$257M
3 +$220M
4
NWL icon
Newell Brands
NWL
+$204M
5
EXR icon
Extra Space Storage
EXR
+$203M

Top Sells

1 +$294M
2 +$262M
3 +$254M
4
GE icon
GE Aerospace
GE
+$222M
5
ESRX
Express Scripts Holding Company
ESRX
+$198M

Sector Composition

1 Technology 13.3%
2 Financials 11.41%
3 Healthcare 9.96%
4 Real Estate 9.14%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1626
$7.13M ﹤0.01%
283,246
-25,352
1627
$7.13M ﹤0.01%
500,386
+192,562
1628
$7.11M ﹤0.01%
540,531
+259,798
1629
$7.11M ﹤0.01%
503,442
-65,580
1630
$7.1M ﹤0.01%
93,419
-2,838
1631
$7.1M ﹤0.01%
123,350
-294,779
1632
$7.08M ﹤0.01%
192,910
+162,350
1633
$7.08M ﹤0.01%
428,481
+33,448
1634
$7.08M ﹤0.01%
488,727
-5,322
1635
$7.08M ﹤0.01%
116,365
-34,269
1636
$7.07M ﹤0.01%
518,859
+22,358
1637
$7.06M ﹤0.01%
558,848
+32,126
1638
$7.06M ﹤0.01%
317,599
+74,866
1639
$7.05M ﹤0.01%
418,806
+132,923
1640
$7.05M ﹤0.01%
286,401
+34,919
1641
$7.04M ﹤0.01%
525,604
+141,693
1642
$7.04M ﹤0.01%
394,027
+17,036
1643
$6.97M ﹤0.01%
284,516
+163,095
1644
$6.96M ﹤0.01%
108,817
+4,581
1645
$6.96M ﹤0.01%
408,968
+112,647
1646
$6.95M ﹤0.01%
458,094
-113,235
1647
$6.93M ﹤0.01%
1,167,977
+61,498
1648
$6.92M ﹤0.01%
482,019
+17,705
1649
$6.91M ﹤0.01%
95,132
-75,395
1650
$6.9M ﹤0.01%
103,338
-2,518