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
1801
$4.84M ﹤0.01%
202,268
+38,215
1802
$4.84M ﹤0.01%
647,551
-12,242
1803
$4.83M ﹤0.01%
488,741
+140,129
1804
$4.83M ﹤0.01%
82,435
-502,113
1805
$4.82M ﹤0.01%
232,698
+79,725
1806
$4.82M ﹤0.01%
130,367
+22,986
1807
$4.82M ﹤0.01%
224,621
-27,944
1808
$4.8M ﹤0.01%
186,756
+59,779
1809
$4.79M ﹤0.01%
236,212
+23,092
1810
$4.79M ﹤0.01%
225,181
-17,526
1811
$4.79M ﹤0.01%
74,714
+32,670
1812
$4.78M ﹤0.01%
367,960
-33,037
1813
$4.76M ﹤0.01%
74,354
+24,733
1814
$4.74M ﹤0.01%
72,980
-93,859
1815
$4.74M ﹤0.01%
163,170
-25,211
1816
$4.74M ﹤0.01%
92,036
+26,037
1817
$4.72M ﹤0.01%
176,318
+152,184
1818
$4.71M ﹤0.01%
106,782
+19,613
1819
$4.71M ﹤0.01%
261,657
+34,840
1820
$4.68M ﹤0.01%
837,407
-281,633
1821
$4.68M ﹤0.01%
81,960
+20,175
1822
$4.67M ﹤0.01%
144,547
+36,208
1823
$4.64M ﹤0.01%
132,294
-135,503
1824
$4.64M ﹤0.01%
153,068
+20,142
1825
$4.63M ﹤0.01%
117,699
+3,266