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
$272B
AUM Growth
+$26.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,817
New
Increased
Reduced
Closed

Top Buys

1 +$628M
2 +$271M
3 +$207M
4
WELL icon
Welltower
WELL
+$191M
5
PG icon
Procter & Gamble
PG
+$165M

Top Sells

1 +$911M
2 +$674M
3 +$503M
4
MSFT icon
Microsoft
MSFT
+$376M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$246M

Sector Composition

1 Technology 12.68%
2 Financials 11.22%
3 Healthcare 10.44%
4 Real Estate 9.61%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1726
$5.71M ﹤0.01%
441,211
+53,321
1727
$5.69M ﹤0.01%
374,356
+279,775
1728
$5.67M ﹤0.01%
569,022
-101,904
1729
$5.67M ﹤0.01%
148,250
-21,889
1730
$5.66M ﹤0.01%
83,475
-21,843
1731
$5.65M ﹤0.01%
132,716
-1,267
1732
$5.64M ﹤0.01%
863,520
-87,825
1733
$5.63M ﹤0.01%
171,374
-14,519
1734
$5.63M ﹤0.01%
163,363
-21,117
1735
$5.63M ﹤0.01%
72,574
-102,313
1736
$5.6M ﹤0.01%
372,782
+18,917
1737
$5.59M ﹤0.01%
+170,000
1738
$5.58M ﹤0.01%
185,727
+91,358
1739
$5.58M ﹤0.01%
214,482
+154,753
1740
$5.55M ﹤0.01%
156,408
+320
1741
$5.54M ﹤0.01%
334,792
+30,771
1742
$5.54M ﹤0.01%
436,419
+98,183
1743
$5.54M ﹤0.01%
136,791
+4,135
1744
$5.54M ﹤0.01%
915,758
+37,635
1745
$5.53M ﹤0.01%
1,201,634
+98,822
1746
$5.52M ﹤0.01%
1,174,404
+44,873
1747
$5.51M ﹤0.01%
185,563
-450
1748
$5.49M ﹤0.01%
+51,000
1749
$5.49M ﹤0.01%
48,718
-11,859
1750
$5.49M ﹤0.01%
19,150
+251