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
1726
$6.26M ﹤0.01%
420,130
-524,486
1727
$6.25M ﹤0.01%
432,909
-55,818
1728
$6.25M ﹤0.01%
225,651
-43,803
1729
$6.25M ﹤0.01%
93,772
+567
1730
$6.25M ﹤0.01%
209,997
-91,394
1731
$6.25M ﹤0.01%
226,792
+24,607
1732
$6.24M ﹤0.01%
252,177
+52,301
1733
$6.24M ﹤0.01%
436,272
-27,451
1734
$6.24M ﹤0.01%
94,287
-9,380
1735
$6.22M ﹤0.01%
317,284
-40,621
1736
$6.21M ﹤0.01%
447,880
+164,520
1737
$6.21M ﹤0.01%
440,412
+32,429
1738
$6.2M ﹤0.01%
316,707
+82,914
1739
$6.2M ﹤0.01%
122,128
-403
1740
$6.2M ﹤0.01%
103,156
+8,045
1741
$6.19M ﹤0.01%
229,811
+1,386
1742
$6.18M ﹤0.01%
228,831
+8,468
1743
$6.18M ﹤0.01%
452,934
-45,856
1744
$6.17M ﹤0.01%
245,271
+49,467
1745
$6.16M ﹤0.01%
254,581
-33,190
1746
$6.16M ﹤0.01%
289,381
+3,292
1747
$6.14M ﹤0.01%
167,690
+82,888
1748
$6.12M ﹤0.01%
267,057
-19,344
1749
$6.12M ﹤0.01%
661,132
+2,385
1750
$6.12M ﹤0.01%
84,432
+39,697