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
$258B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,237
New
Increased
Reduced
Closed

Top Buys

1 +$738M
2 +$317M
3 +$291M
4
CFG icon
Citizens Financial Group
CFG
+$236M
5
NTAP icon
NetApp
NTAP
+$194M

Top Sells

1 +$352M
2 +$300M
3 +$219M
4
HSP
HOSPIRA INC
HSP
+$214M
5
AVGO icon
Broadcom
AVGO
+$196M

Sector Composition

1 Technology 16.03%
2 Healthcare 13.56%
3 Financials 12.55%
4 Real Estate 9.62%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$5M ﹤0.01%
90,543
-578
1827
$4.97M ﹤0.01%
245,057
+4,345
1828
$4.96M ﹤0.01%
132,049
+13,981
1829
$4.95M ﹤0.01%
196,504
+3,006
1830
$4.95M ﹤0.01%
119,983
-13,079
1831
$4.94M ﹤0.01%
76,776
-6,390
1832
$4.93M ﹤0.01%
97,802
+19,224
1833
$4.93M ﹤0.01%
187,097
+25,864
1834
$4.93M ﹤0.01%
126,630
-4,844
1835
$4.93M ﹤0.01%
151,227
-6,280
1836
$4.92M ﹤0.01%
775,630
-45,633
1837
$4.91M ﹤0.01%
92,010
+8,099
1838
$4.89M ﹤0.01%
75,233
+13,318
1839
$4.89M ﹤0.01%
223,433
-22,474
1840
$4.87M ﹤0.01%
343,605
-157,917
1841
$4.87M ﹤0.01%
109,330
+6,125
1842
$4.87M ﹤0.01%
385,880
+47,260
1843
$4.85M ﹤0.01%
177,583
+143,184
1844
$4.85M ﹤0.01%
525,577
+199,453
1845
$4.84M ﹤0.01%
324,152
-937
1846
$4.84M ﹤0.01%
530,874
+164,199
1847
$4.83M ﹤0.01%
398,014
-32,734
1848
$4.83M ﹤0.01%
291,020
+18,856
1849
$4.82M ﹤0.01%
58,824
-1,161,268
1850
$4.81M ﹤0.01%
2,307,762
+52,937