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
1951
$3.83M ﹤0.01%
129,569
-19,821
1952
$3.81M ﹤0.01%
338,533
+87,783
1953
$3.81M ﹤0.01%
74,373
+12,204
1954
$3.8M ﹤0.01%
307,559
-10,430
1955
$3.8M ﹤0.01%
273,653
-17,788
1956
$3.8M ﹤0.01%
71,152
-48,167
1957
$3.78M ﹤0.01%
3,281,029
+465,376
1958
$3.77M ﹤0.01%
71,078
+25,757
1959
$3.77M ﹤0.01%
41,541
+9,407
1960
$3.76M ﹤0.01%
301,889
-16,997
1961
$3.76M ﹤0.01%
68,763
-1,993,581
1962
$3.76M ﹤0.01%
409,678
+63,024
1963
$3.74M ﹤0.01%
167,110
+102,454
1964
$3.74M ﹤0.01%
201,405
+16,726
1965
$3.74M ﹤0.01%
149,049
-717,282
1966
$3.74M ﹤0.01%
186,056
+507
1967
$3.74M ﹤0.01%
130,774
-15,290
1968
$3.74M ﹤0.01%
202,942
-62,159
1969
$3.73M ﹤0.01%
242,763
-20,511
1970
$3.73M ﹤0.01%
124,928
+47,060
1971
$3.73M ﹤0.01%
238,156
+45,505
1972
$3.73M ﹤0.01%
83,684
+70,865
1973
$3.71M ﹤0.01%
31,436
+1,746
1974
$3.69M ﹤0.01%
205,837
-127,300
1975
$3.69M ﹤0.01%
348,911
-24,239