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
$258B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,237
New
Increased
Reduced
Closed

Top Buys

1 +$738M
2 +$317M
3 +$291M
4
CFG icon
Citizens Financial Group
CFG
+$236M
5
NTAP icon
NetApp
NTAP
+$194M

Top Sells

1 +$352M
2 +$300M
3 +$219M
4
HSP
HOSPIRA INC
HSP
+$214M
5
AVGO icon
Broadcom
AVGO
+$196M

Sector Composition

1 Technology 16.03%
2 Healthcare 13.56%
3 Financials 12.55%
4 Real Estate 9.62%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$4.08M ﹤0.01%
124,126
+57,094
1952
$4.08M ﹤0.01%
111,826
-3,302
1953
$4.08M ﹤0.01%
88,189
-6,758
1954
$4.07M ﹤0.01%
73,517
+35,541
1955
$4.06M ﹤0.01%
45,378
+8,873
1956
$4.06M ﹤0.01%
213,106
+32,862
1957
$4.06M ﹤0.01%
195,480
-8,812
1958
$4.06M ﹤0.01%
183,232
+1,508
1959
$4.05M ﹤0.01%
255,948
+2,043
1960
$4.05M ﹤0.01%
83,232
+10,901
1961
$4.05M ﹤0.01%
803,099
-24,992
1962
$4.05M ﹤0.01%
108,644
-111,237
1963
$4.05M ﹤0.01%
1,200,118
+308,132
1964
$4.04M ﹤0.01%
96,397
-822
1965
$4.04M ﹤0.01%
101,262
+16,666
1966
$4.03M ﹤0.01%
210,266
+10,766
1967
$4.03M ﹤0.01%
34,237
-3,601
1968
$4.03M ﹤0.01%
647,724
+33,962
1969
$4.02M ﹤0.01%
46,909
+1,376
1970
$3.98M ﹤0.01%
57,505
+8,037
1971
$3.98M ﹤0.01%
124,274
+16,367
1972
$3.97M ﹤0.01%
129,422
+5,741
1973
$3.97M ﹤0.01%
43,792
+1,565
1974
$3.97M ﹤0.01%
78,629
+3,949
1975
$3.97M ﹤0.01%
535,324
-1,774