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
1926
$4.17M ﹤0.01%
89,462
-6,278
1927
$4.17M ﹤0.01%
626,066
-166,274
1928
$4.17M ﹤0.01%
850,686
-47,113
1929
$4.17M ﹤0.01%
291,468
-12,593
1930
$4.15M ﹤0.01%
64,134
-5,738
1931
$4.15M ﹤0.01%
64,499
+5,094
1932
$4.15M ﹤0.01%
29,479
-1,957
1933
$4.14M ﹤0.01%
237,796
-16,954
1934
$4.13M ﹤0.01%
181,163
-16,123
1935
$4.13M ﹤0.01%
14,236
-1,021
1936
$4.12M ﹤0.01%
206,231
-50,151
1937
$4.11M ﹤0.01%
319,402
-11,638
1938
$4.11M ﹤0.01%
86,012
-1,981
1939
$4.1M ﹤0.01%
80,277
-21,036
1940
$4.09M ﹤0.01%
283,638
-8,385
1941
$4.08M ﹤0.01%
+256,503
1942
$4.08M ﹤0.01%
58,287
-469
1943
$4.08M ﹤0.01%
283,492
+9,839
1944
$4.08M ﹤0.01%
200,776
-2,166
1945
$4.08M ﹤0.01%
60,710
+8,764
1946
$4.07M ﹤0.01%
355,183
+193,032
1947
$4.06M ﹤0.01%
392,850
+25,959
1948
$4.05M ﹤0.01%
76,884
+4,868
1949
$4.05M ﹤0.01%
113,566
-1,422,302
1950
$4.05M ﹤0.01%
249,329
+31,885