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
1876
$4.9M ﹤0.01%
62,744
-3,837
1877
$4.88M ﹤0.01%
331,005
+10,890
1878
$4.88M ﹤0.01%
103,732
+7,574
1879
$4.88M ﹤0.01%
107,075
+46,642
1880
$4.86M ﹤0.01%
686,936
-11,867
1881
$4.85M ﹤0.01%
630,358
-20,940
1882
$4.85M ﹤0.01%
86,767
-13,709
1883
$4.85M ﹤0.01%
73,027
+19,896
1884
$4.85M ﹤0.01%
202,788
+105,022
1885
$4.84M ﹤0.01%
353,655
-10,337
1886
$4.84M ﹤0.01%
168,128
+3,528
1887
$4.83M ﹤0.01%
218,094
-45,621
1888
$4.83M ﹤0.01%
379,319
-124,417
1889
$4.83M ﹤0.01%
+179,641
1890
$4.83M ﹤0.01%
2,277,053
-265,957
1891
$4.83M ﹤0.01%
524,708
+66,969
1892
$4.82M ﹤0.01%
256,940
+49,060
1893
$4.8M ﹤0.01%
7,602,482
+18,854
1894
$4.79M ﹤0.01%
325,230
-103,251
1895
$4.79M ﹤0.01%
78,503
+23,831
1896
$4.77M ﹤0.01%
105,575
-4,314
1897
$4.76M ﹤0.01%
720,662
+22,046
1898
$4.76M ﹤0.01%
94,789
+7,981
1899
$4.75M ﹤0.01%
336,880
-48,962
1900
$4.74M ﹤0.01%
413,113
+199,375