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
1676
$5.8M ﹤0.01%
179,381
+4,185
1677
$5.75M ﹤0.01%
129,675
+22,680
1678
$5.73M ﹤0.01%
421,300
+944
1679
$5.72M ﹤0.01%
244,081
-32,145
1680
$5.71M ﹤0.01%
325,837
+300,623
1681
$5.7M ﹤0.01%
115,867
+11,927
1682
$5.7M ﹤0.01%
162,668
+35,169
1683
$5.7M ﹤0.01%
105,318
+2,147
1684
$5.69M ﹤0.01%
347,352
+20,315
1685
$5.68M ﹤0.01%
133,792
+25,305
1686
$5.67M ﹤0.01%
101,793
+14,237
1687
$5.66M ﹤0.01%
72,757
+47,936
1688
$5.63M ﹤0.01%
133,983
+51,889
1689
$5.63M ﹤0.01%
551,532
-7,183
1690
$5.62M ﹤0.01%
86,028
+23,344
1691
$5.62M ﹤0.01%
405,926
-1,692,709
1692
$5.62M ﹤0.01%
202,307
+68,597
1693
$5.61M ﹤0.01%
71,605
+27,509
1694
$5.61M ﹤0.01%
232,754
-59,539
1695
$5.61M ﹤0.01%
248,266
+97,349
1696
$5.61M ﹤0.01%
186,363
+8,357
1697
$5.61M ﹤0.01%
138,842
-32,516
1698
$5.6M ﹤0.01%
801,706
+470,240
1699
$5.6M ﹤0.01%
+129,513
1700
$5.59M ﹤0.01%
207,591
+44,711