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
$310B
AUM Growth
-$19.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,102
New
Increased
Reduced
Closed

Top Buys

1 +$589M
2 +$461M
3 +$324M
4
TSLA icon
Tesla
TSLA
+$288M
5
DG icon
Dollar General
DG
+$202M

Top Sells

1 +$561M
2 +$256M
3 +$234M
4
DRE
Duke Realty Corp.
DRE
+$229M
5
CMCSA icon
Comcast
CMCSA
+$214M

Sector Composition

1 Technology 18.14%
2 Healthcare 13.63%
3 Financials 13.11%
4 Industrials 10.45%
5 Consumer Discretionary 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$11.2M ﹤0.01%
210,856
+4,663
1677
$11.2M ﹤0.01%
17,556
+5,840
1678
$11.2M ﹤0.01%
260,900
+3,456
1679
$11.2M ﹤0.01%
619,562
-23,426
1680
$11.1M ﹤0.01%
+2,200,788
1681
$11.1M ﹤0.01%
681,957
+2,855
1682
$11.1M ﹤0.01%
715,607
+21,034
1683
$11.1M ﹤0.01%
135,238
-20,856
1684
$11.1M ﹤0.01%
582,826
+24,831
1685
$11.1M ﹤0.01%
648,238
-156,184
1686
$11.1M ﹤0.01%
674,209
+79,171
1687
$11.1M ﹤0.01%
59,787
-10,853
1688
$11.1M ﹤0.01%
418,406
-99,514
1689
$11M ﹤0.01%
1,286,543
+93,342
1690
$11M ﹤0.01%
154,398
+8,355
1691
$11M ﹤0.01%
127,344
+4,381
1692
$11M ﹤0.01%
1,580,796
+6,015
1693
$10.9M ﹤0.01%
265,960
-110,930
1694
$10.9M ﹤0.01%
355,816
+19,013
1695
$10.8M ﹤0.01%
523,858
+10,411
1696
$10.8M ﹤0.01%
66,064
-862,077
1697
$10.8M ﹤0.01%
437,586
-61,900
1698
$10.8M ﹤0.01%
380,081
-2,032
1699
$10.8M ﹤0.01%
934,746
-71,486
1700
$10.7M ﹤0.01%
153,418
-1,614