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
1826
$5.38M ﹤0.01%
357,764
-25,114
1827
$5.38M ﹤0.01%
181,734
+19,819
1828
$5.37M ﹤0.01%
384,845
+117,491
1829
$5.35M ﹤0.01%
377,221
-147,092
1830
$5.35M ﹤0.01%
301,677
-27,882
1831
$5.35M ﹤0.01%
299,515
+51,265
1832
$5.32M ﹤0.01%
883,955
-44,575
1833
$5.32M ﹤0.01%
149,818
-33,672
1834
$5.31M ﹤0.01%
+325,424
1835
$5.3M ﹤0.01%
342,331
+1,002
1836
$5.29M ﹤0.01%
76,960
+551
1837
$5.29M ﹤0.01%
432,994
-22,854
1838
$5.26M ﹤0.01%
409,319
-29,696
1839
$5.25M ﹤0.01%
99,781
+75,999
1840
$5.24M ﹤0.01%
157,252
+7,700
1841
$5.24M ﹤0.01%
54,139
-9,390
1842
$5.23M ﹤0.01%
162,057
-1,492
1843
$5.22M ﹤0.01%
233,644
-37,488
1844
$5.21M ﹤0.01%
323,751
-3,179
1845
$5.2M ﹤0.01%
252,466
+174,867
1846
$5.19M ﹤0.01%
1,169,162
-35,102
1847
$5.19M ﹤0.01%
579,041
-7,987
1848
$5.18M ﹤0.01%
41,818
-7,410
1849
$5.16M ﹤0.01%
82,641
-963
1850
$5.14M ﹤0.01%
187,104
+174,525