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
1826
$4.87M ﹤0.01%
287,466
+22,273
1827
$4.86M ﹤0.01%
291,180
+20,827
1828
$4.86M ﹤0.01%
253,368
-2,500
1829
$4.85M ﹤0.01%
115,193
+105,543
1830
$4.84M ﹤0.01%
297,121
+22,559
1831
$4.83M ﹤0.01%
252,034
-16,315
1832
$4.83M ﹤0.01%
258,350
+350
1833
$4.82M ﹤0.01%
312,018
+23,011
1834
$4.81M ﹤0.01%
132,774
+60,780
1835
$4.81M ﹤0.01%
119,985
+2,781
1836
$4.8M ﹤0.01%
211,582
-13,599
1837
$4.8M ﹤0.01%
48,480
-44,289
1838
$4.79M ﹤0.01%
283,643
+68,361
1839
$4.79M ﹤0.01%
285,659
-85,571
1840
$4.79M ﹤0.01%
124,048
-5,038
1841
$4.79M ﹤0.01%
217,689
-12,046
1842
$4.78M ﹤0.01%
243,798
+59,823
1843
$4.77M ﹤0.01%
518,891
+135,575
1844
$4.77M ﹤0.01%
359,532
+70,965
1845
$4.75M ﹤0.01%
322,990
+36,442
1846
$4.75M ﹤0.01%
435,773
-3,315,569
1847
$4.75M ﹤0.01%
252,964
+2,996
1848
$4.73M ﹤0.01%
285,108
+22,689
1849
$4.7M ﹤0.01%
409,706
+6,728
1850
$4.69M ﹤0.01%
324,036
+53,701