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
1701
$6.53M ﹤0.01%
482,520
-62,634
1702
$6.53M ﹤0.01%
260,591
-17,735
1703
$6.52M ﹤0.01%
87,616
-10,230
1704
$6.49M ﹤0.01%
1,306,043
-20,899
1705
$6.49M ﹤0.01%
73,853
-103,107
1706
$6.46M ﹤0.01%
132,501
+18,892
1707
$6.46M ﹤0.01%
160,583
-11,840
1708
$6.44M ﹤0.01%
98,282
+28,608
1709
$6.44M ﹤0.01%
+254,322
1710
$6.43M ﹤0.01%
1,167,203
-774
1711
$6.42M ﹤0.01%
475,540
-34,934
1712
$6.42M ﹤0.01%
481,117
+301,292
1713
$6.41M ﹤0.01%
158,737
+5,561
1714
$6.4M ﹤0.01%
69,307
-159,626
1715
$6.38M ﹤0.01%
686,560
-130,615
1716
$6.35M ﹤0.01%
163,535
-16,636
1717
$6.34M ﹤0.01%
968,799
+238,251
1718
$6.32M ﹤0.01%
91,626
+24,160
1719
$6.29M ﹤0.01%
139,434
+3,074
1720
$6.28M ﹤0.01%
1,609,656
-29,732
1721
$6.28M ﹤0.01%
209,041
+64,616
1722
$6.27M ﹤0.01%
244,356
+10,981
1723
$6.27M ﹤0.01%
135,818
-30,855
1724
$6.27M ﹤0.01%
130,179
-569,047
1725
$6.26M ﹤0.01%
215,170
+44,355