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
1851
$4.68M ﹤0.01%
62,639
-2,994
1852
$4.66M ﹤0.01%
329,485
+24,740
1853
$4.65M ﹤0.01%
52,156
+19,026
1854
$4.65M ﹤0.01%
799,191
+515,502
1855
$4.65M ﹤0.01%
202,293
-6,565
1856
$4.64M ﹤0.01%
82,823
-20,171
1857
$4.64M ﹤0.01%
257,124
+168,351
1858
$4.64M ﹤0.01%
81,076
+12,853
1859
$4.63M ﹤0.01%
783,737
-12,519
1860
$4.63M ﹤0.01%
360,153
-5,232
1861
$4.62M ﹤0.01%
84,590
+32,818
1862
$4.62M ﹤0.01%
213,207
+8,781
1863
$4.62M ﹤0.01%
359,544
-130,961
1864
$4.61M ﹤0.01%
234,519
+79,533
1865
$4.6M ﹤0.01%
200,197
+17,329
1866
$4.6M ﹤0.01%
159,252
-149,338
1867
$4.6M ﹤0.01%
141,246
+5,270
1868
$4.59M ﹤0.01%
281,608
+62,220
1869
$4.59M ﹤0.01%
2,204,906
+340,071
1870
$4.58M ﹤0.01%
395,162
-81,734
1871
$4.57M ﹤0.01%
70,322
-89,027
1872
$4.57M ﹤0.01%
142,984
+1,974
1873
$4.56M ﹤0.01%
152,542
-195,866
1874
$4.56M ﹤0.01%
151,046
+59,370
1875
$4.55M ﹤0.01%
718,389
+352,342