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
1776
$5.27M ﹤0.01%
327,592
+97,047
1777
$5.26M ﹤0.01%
241,302
+206,192
1778
$5.25M ﹤0.01%
214,837
-9,784
1779
$5.23M ﹤0.01%
502,342
-12,933
1780
$5.22M ﹤0.01%
227,006
+7,701
1781
$5.22M ﹤0.01%
165,213
+34,439
1782
$5.2M ﹤0.01%
295,617
+104,874
1783
$5.2M ﹤0.01%
90,849
-41,645
1784
$5.19M ﹤0.01%
125,902
+43,354
1785
$5.19M ﹤0.01%
319,685
-41,853
1786
$5.18M ﹤0.01%
424,869
+91,148
1787
$5.18M ﹤0.01%
79,680
+5,326
1788
$5.17M ﹤0.01%
212,887
-52,409
1789
$5.17M ﹤0.01%
382,662
-14,931
1790
$5.16M ﹤0.01%
672,924
+25,373
1791
$5.15M ﹤0.01%
147,136
-100,666
1792
$5.15M ﹤0.01%
274,721
+181,318
1793
$5.14M ﹤0.01%
338
-1
1794
$5.14M ﹤0.01%
296,030
+113,064
1795
$5.13M ﹤0.01%
88,376
+7,159
1796
$5.13M ﹤0.01%
232,935
+196,202
1797
$5.13M ﹤0.01%
106,549
-10,604
1798
$5.12M ﹤0.01%
413,821
-80,156
1799
$5.11M ﹤0.01%
2,054,710
+343,860
1800
$5.1M ﹤0.01%
596,545
-35,414