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
1651
$7.21M ﹤0.01%
+383,682
1652
$7.19M ﹤0.01%
183,819
-8,393
1653
$7.17M ﹤0.01%
629
1654
$7.16M ﹤0.01%
2,552,470
+208,220
1655
$7.09M ﹤0.01%
298,193
+14,947
1656
$7.08M ﹤0.01%
406,701
-152,530
1657
$7.07M ﹤0.01%
296,065
-54,538
1658
$7.06M ﹤0.01%
446,440
-53,946
1659
$7.06M ﹤0.01%
473,698
-96,935
1660
$7.04M ﹤0.01%
197,626
-128,829
1661
$7.03M ﹤0.01%
508,590
-106,016
1662
$7M ﹤0.01%
200,470
+7,560
1663
$6.99M ﹤0.01%
588,524
-623,906
1664
$6.98M ﹤0.01%
544,730
+223,003
1665
$6.95M ﹤0.01%
188,894
+2,951
1666
$6.92M ﹤0.01%
532,195
+71,563
1667
$6.92M ﹤0.01%
187,515
-2,128,242
1668
$6.91M ﹤0.01%
490,991
-17,770
1669
$6.91M ﹤0.01%
630,125
+85,892
1670
$6.9M ﹤0.01%
82,227
+55,254
1671
$6.89M ﹤0.01%
171,030
+78,667
1672
$6.88M ﹤0.01%
176,223
-157,041
1673
$6.83M ﹤0.01%
83,712
-261,933
1674
$6.8M ﹤0.01%
595,390
+10,677
1675
$6.8M ﹤0.01%
103,519
+12,561