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
$258B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,237
New
Increased
Reduced
Closed

Top Buys

1 +$738M
2 +$317M
3 +$291M
4
CFG icon
Citizens Financial Group
CFG
+$236M
5
NTAP icon
NetApp
NTAP
+$194M

Top Sells

1 +$352M
2 +$300M
3 +$219M
4
HSP
HOSPIRA INC
HSP
+$214M
5
AVGO icon
Broadcom
AVGO
+$196M

Sector Composition

1 Technology 16.03%
2 Healthcare 13.56%
3 Financials 12.55%
4 Real Estate 9.62%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$5.87M ﹤0.01%
402,506
-63,196
1727
$5.86M ﹤0.01%
182,098
-658
1728
$5.84M ﹤0.01%
500,759
-102,549
1729
$5.83M ﹤0.01%
709,702
+41,734
1730
$5.82M ﹤0.01%
136,273
+25,051
1731
$5.81M ﹤0.01%
1,192,100
+2,713
1732
$5.8M ﹤0.01%
419,450
+45,373
1733
$5.79M ﹤0.01%
649,636
-162,604
1734
$5.78M ﹤0.01%
201,396
-35,326
1735
$5.78M ﹤0.01%
485,868
+71,955
1736
$5.76M ﹤0.01%
175,324
-5,372
1737
$5.76M ﹤0.01%
175,238
+37,862
1738
$5.74M ﹤0.01%
401,124
-22,550
1739
$5.69M ﹤0.01%
139,622
+10,017
1740
$5.67M ﹤0.01%
93,116
-7,007
1741
$5.66M ﹤0.01%
165,489
+14,389
1742
$5.66M ﹤0.01%
634,395
+156,676
1743
$5.66M ﹤0.01%
166,400
-300
1744
$5.63M ﹤0.01%
11,568
-941
1745
$5.63M ﹤0.01%
162,090
+33,965
1746
$5.63M ﹤0.01%
150,308
+18,128
1747
$5.62M ﹤0.01%
408,752
-56,440
1748
$5.61M ﹤0.01%
82,265
-79,239
1749
$5.61M ﹤0.01%
93,953
+26,856
1750
$5.59M ﹤0.01%
343,491
-93,001