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
$246B
AUM Growth
-$4.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,882
New
Increased
Reduced
Closed

Top Buys

1 +$434M
2 +$390M
3 +$261M
4
AXP icon
American Express
AXP
+$249M
5
DVN icon
Devon Energy
DVN
+$249M

Top Sells

1 +$486M
2 +$363M
3 +$300M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$275M
5
HR icon
Healthcare Realty
HR
+$249M

Sector Composition

1 Technology 15.3%
2 Financials 12.53%
3 Healthcare 11.7%
4 Real Estate 9.6%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
$4.29M ﹤0.01%
289,007
-4,497
1877
$4.28M ﹤0.01%
101,313
+15,121
1878
$4.27M ﹤0.01%
265,193
-45,028
1879
$4.27M ﹤0.01%
270,353
+49,849
1880
$4.26M ﹤0.01%
28,651
-9,201
1881
$4.26M ﹤0.01%
197,286
-50,215
1882
$4.24M ﹤0.01%
209,085
-17,221
1883
$4.23M ﹤0.01%
262,419
+1,267
1884
$4.22M ﹤0.01%
109,162
+16,751
1885
$4.22M ﹤0.01%
169,003
-37,464
1886
$4.21M ﹤0.01%
334,785
+998
1887
$4.21M ﹤0.01%
897,799
-71,453
1888
$4.21M ﹤0.01%
339
1889
$4.2M ﹤0.01%
322,575
-46,641
1890
$4.2M ﹤0.01%
303,391
+224,580
1891
$4.2M ﹤0.01%
182,868
+45,329
1892
$4.19M ﹤0.01%
519,260
-94,321
1893
$4.18M ﹤0.01%
165,355
-36,047
1894
$4.18M ﹤0.01%
181,717
-5,079
1895
$4.17M ﹤0.01%
304,061
-17,648
1896
$4.16M ﹤0.01%
260,557
+2,703
1897
$4.16M ﹤0.01%
270,335
+91,508
1898
$4.16M ﹤0.01%
204,426
-57,983
1899
$4.16M ﹤0.01%
405,336
-93,724
1900
$4.15M ﹤0.01%
66,468
-10,582