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
1626
$7.56M ﹤0.01%
306,131
+83,433
1627
$7.56M ﹤0.01%
250,706
+5,408
1628
$7.56M ﹤0.01%
844,383
+668,699
1629
$7.54M ﹤0.01%
4,463,540
+85,903
1630
$7.5M ﹤0.01%
98,630
+75,258
1631
$7.48M ﹤0.01%
1,091,851
-62,211
1632
$7.48M ﹤0.01%
105,015
+4,007
1633
$7.47M ﹤0.01%
271,331
+92,353
1634
$7.46M ﹤0.01%
240,199
+51,870
1635
$7.45M ﹤0.01%
94,615
-69,729
1636
$7.45M ﹤0.01%
289,819
+55,818
1637
$7.45M ﹤0.01%
335,950
-3,060
1638
$7.43M ﹤0.01%
111,207
-15,707
1639
$7.42M ﹤0.01%
112,122
+25,095
1640
$7.41M ﹤0.01%
393,982
+252,158
1641
$7.38M ﹤0.01%
162,027
-42,769
1642
$7.37M ﹤0.01%
544,230
+425,437
1643
$7.34M ﹤0.01%
733,564
-262,017
1644
$7.32M ﹤0.01%
210,680
-55,046
1645
$7.32M ﹤0.01%
120,956
+9,936
1646
$7.29M ﹤0.01%
859,353
-67,818
1647
$7.28M ﹤0.01%
98,782
-4,556
1648
$7.26M ﹤0.01%
270,519
-155,725
1649
$7.24M ﹤0.01%
130,918
+21,853
1650
$7.22M ﹤0.01%
521,922
-70,302