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
1851
$5.13M ﹤0.01%
252,069
+13,946
1852
$5.13M ﹤0.01%
563,730
-36,034
1853
$5.12M ﹤0.01%
130,751
-8,729
1854
$5.11M ﹤0.01%
259,555
-46,831
1855
$5.08M ﹤0.01%
70,134
-4,649
1856
$5.08M ﹤0.01%
65,496
+34,034
1857
$5.08M ﹤0.01%
114,298
+103,193
1858
$5.06M ﹤0.01%
+100,000
1859
$5.06M ﹤0.01%
118,598
-50,716
1860
$5.05M ﹤0.01%
134,956
-17,916
1861
$5.05M ﹤0.01%
489,411
+4,413
1862
$5.04M ﹤0.01%
370,865
-99,032
1863
$5.03M ﹤0.01%
45,038
-418
1864
$4.98M ﹤0.01%
95,132
+37,223
1865
$4.98M ﹤0.01%
197,314
-9,540
1866
$4.98M ﹤0.01%
198,861
+7,713
1867
$4.96M ﹤0.01%
1,146,582
+166,873
1868
$4.95M ﹤0.01%
44,085
+7,799
1869
$4.95M ﹤0.01%
315,043
+21,277
1870
$4.94M ﹤0.01%
292,240
-10,460
1871
$4.94M ﹤0.01%
273,668
-3,851
1872
$4.94M ﹤0.01%
124,396
-9,748
1873
$4.93M ﹤0.01%
237,191
-75,989
1874
$4.91M ﹤0.01%
357,796
-113,875
1875
$4.91M ﹤0.01%
437,940
+87,816