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
$251B
AUM Growth
+$14.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,824
New
Increased
Reduced
Closed

Top Buys

1 +$3.09B
2 +$553M
3 +$385M
4
VNO icon
Vornado Realty Trust
VNO
+$353M
5
QCOM icon
Qualcomm
QCOM
+$293M

Top Sells

1 +$2.83B
2 +$371M
3 +$361M
4
ESS icon
Essex Property Trust
ESS
+$295M
5
GEN icon
Gen Digital
GEN
+$268M

Sector Composition

1 Technology 15.29%
2 Healthcare 13.27%
3 Financials 13.13%
4 Communication Services 9.42%
5 Real Estate 8.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$3.82M ﹤0.01%
141,636
+2,518
1977
$3.82M ﹤0.01%
309,809
-151,992
1978
$3.81M ﹤0.01%
496,671
+81,929
1979
$3.81M ﹤0.01%
1,449,002
-50,000
1980
$3.8M ﹤0.01%
54,666
+35,651
1981
$3.79M ﹤0.01%
293,912
+249,946
1982
$3.79M ﹤0.01%
317,989
+14,457
1983
$3.77M ﹤0.01%
1,626,571
-92,678
1984
$3.77M ﹤0.01%
204,419
-84,303
1985
$3.77M ﹤0.01%
143,382
+13,862
1986
$3.77M ﹤0.01%
82,094
+7,027
1987
$3.76M ﹤0.01%
169,532
-2,970
1988
$3.76M ﹤0.01%
191,207
+30,490
1989
$3.75M ﹤0.01%
345,548
-547,448
1990
$3.74M ﹤0.01%
204,239
+37,055
1991
$3.74M ﹤0.01%
354,258
+4,482
1992
$3.74M ﹤0.01%
383,602
-23,708
1993
$3.73M ﹤0.01%
144,383
+46,449
1994
$3.73M ﹤0.01%
41,813
+3,074
1995
$3.73M ﹤0.01%
133,710
-2,797
1996
$3.73M ﹤0.01%
220,300
+4,433
1997
$3.72M ﹤0.01%
146,064
+75,060
1998
$3.71M ﹤0.01%
705,789
+399,060
1999
$3.7M ﹤0.01%
216,561
+13,479
2000
$3.7M ﹤0.01%
297,201
+181,874