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
1726
$5.35M ﹤0.01%
1,129,531
-84,481
1727
$5.35M ﹤0.01%
82,927
-78,882
1728
$5.34M ﹤0.01%
131,883
-34,647
1729
$5.34M ﹤0.01%
1,145,896
-156,863
1730
$5.34M ﹤0.01%
115,247
+35,575
1731
$5.34M ﹤0.01%
295,947
-17,332
1732
$5.33M ﹤0.01%
268,979
+70,554
1733
$5.33M ﹤0.01%
607,470
-47,622
1734
$5.33M ﹤0.01%
146,995
+12,848
1735
$5.33M ﹤0.01%
213,100
1736
$5.32M ﹤0.01%
157,291
+22,886
1737
$5.32M ﹤0.01%
117,153
-6,238
1738
$5.32M ﹤0.01%
397,593
+218,277
1739
$5.32M ﹤0.01%
181,833
+392
1740
$5.32M ﹤0.01%
101,141
+31,489
1741
$5.32M ﹤0.01%
347,410
+79,481
1742
$5.3M ﹤0.01%
377,445
+85,746
1743
$5.3M ﹤0.01%
399,358
-529,821
1744
$5.27M ﹤0.01%
258,761
+54,342
1745
$5.25M ﹤0.01%
268,349
-47,417
1746
$5.21M ﹤0.01%
588,138
+309,161
1747
$5.21M ﹤0.01%
141,126
-41,180
1748
$5.21M ﹤0.01%
549,174
+73,178
1749
$5.2M ﹤0.01%
355,548
-30,642
1750
$5.19M ﹤0.01%
251,946
+74,627