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
1676
$6.79M ﹤0.01%
1,031,550
-438,068
1677
$6.76M ﹤0.01%
54,979
+11,178
1678
$6.75M ﹤0.01%
554,088
-109,242
1679
$6.75M ﹤0.01%
+1,090,800
1680
$6.75M ﹤0.01%
633,623
+38,432
1681
$6.75M ﹤0.01%
143,499
+111,265
1682
$6.73M ﹤0.01%
263,778
+39,394
1683
$6.71M ﹤0.01%
559,548
-99,978
1684
$6.71M ﹤0.01%
94,151
-14,666
1685
$6.7M ﹤0.01%
89,032
-2,920
1686
$6.7M ﹤0.01%
373,737
+11,519
1687
$6.69M ﹤0.01%
360,745
+60,350
1688
$6.68M ﹤0.01%
134,498
-55,138
1689
$6.68M ﹤0.01%
402,765
-58,593
1690
$6.67M ﹤0.01%
74,812
+9,409
1691
$6.66M ﹤0.01%
1,321,835
+726,256
1692
$6.64M ﹤0.01%
885,220
+123,841
1693
$6.62M ﹤0.01%
118,166
+54,599
1694
$6.6M ﹤0.01%
81,036
-43,146
1695
$6.58M ﹤0.01%
76,836
+15,590
1696
$6.56M ﹤0.01%
265,003
-16,341
1697
$6.56M ﹤0.01%
407,854
-10,475
1698
$6.55M ﹤0.01%
392,107
+212,760
1699
$6.54M ﹤0.01%
139,345
+94,948
1700
$6.54M ﹤0.01%
406,098
+18,318