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
1951
$4.36M ﹤0.01%
203,626
+185,183
1952
$4.36M ﹤0.01%
286,088
+10,385
1953
$4.36M ﹤0.01%
282,586
-51,243
1954
$4.33M ﹤0.01%
120,975
-21,667
1955
$4.33M ﹤0.01%
+428
1956
$4.33M ﹤0.01%
114,898
-4,712
1957
$4.29M ﹤0.01%
178,133
-6,041
1958
$4.28M ﹤0.01%
+174,479
1959
$4.28M ﹤0.01%
197,171
+162,204
1960
$4.28M ﹤0.01%
174,118
-19,728
1961
$4.27M ﹤0.01%
180,852
+67,713
1962
$4.25M ﹤0.01%
114,034
-5,750
1963
$4.24M ﹤0.01%
275,461
-26,369
1964
$4.24M ﹤0.01%
107,066
+1,243
1965
$4.23M ﹤0.01%
206,212
+15,626
1966
$4.23M ﹤0.01%
375,538
-39,564
1967
$4.22M ﹤0.01%
31,986
+1,051
1968
$4.2M ﹤0.01%
245,021
-236,998
1969
$4.2M ﹤0.01%
321,957
-730,178
1970
$4.2M ﹤0.01%
246,052
-92,628
1971
$4.2M ﹤0.01%
267,502
+224,939
1972
$4.2M ﹤0.01%
222,725
+7,471
1973
$4.18M ﹤0.01%
67,771
+59,788
1974
$4.18M ﹤0.01%
226,896
-8,281
1975
$4.18M ﹤0.01%
115,809
-6,588