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
1651
$6.31M ﹤0.01%
417,276
+35,931
1652
$6.3M ﹤0.01%
153,637
+141,933
1653
$6.27M ﹤0.01%
110,910
+86,338
1654
$6.26M ﹤0.01%
650,471
-192,836
1655
$6.26M ﹤0.01%
209,488
+47,445
1656
$6.25M ﹤0.01%
1,053,409
+298,185
1657
$6.24M ﹤0.01%
678,586
+90,448
1658
$6.23M ﹤0.01%
127,063
+18,318
1659
$6.21M ﹤0.01%
1,199,183
+185,218
1660
$6.21M ﹤0.01%
108,443
+26,377
1661
$6.2M ﹤0.01%
238,386
-1,388
1662
$6.19M ﹤0.01%
+55,836
1663
$6.18M ﹤0.01%
251,898
+131,496
1664
$6.18M ﹤0.01%
86,526
-166,971
1665
$6.17M ﹤0.01%
415,303
+193,510
1666
$6.16M ﹤0.01%
99,969
+18,009
1667
$6.15M ﹤0.01%
251,482
+7,401
1668
$6.15M ﹤0.01%
257,772
+71,016
1669
$6.14M ﹤0.01%
784,726
-93,750
1670
$6.14M ﹤0.01%
134,973
+20,904
1671
$6.13M ﹤0.01%
+53,345
1672
$6.13M ﹤0.01%
100,712
-7,823
1673
$6.13M ﹤0.01%
359,490
-35,438
1674
$6.1M ﹤0.01%
267,176
-25,132
1675
$6.1M ﹤0.01%
104,974
-3,176