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
1976
$3.69M ﹤0.01%
87,993
-15,143
1977
$3.69M ﹤0.01%
219,388
+2,827
1978
$3.68M ﹤0.01%
117,204
+11,162
1979
$3.68M ﹤0.01%
126,046
+75,649
1980
$3.67M ﹤0.01%
44,001
-64,501
1981
$3.67M ﹤0.01%
43,169
-7,249
1982
$3.66M ﹤0.01%
85,634
+512
1983
$3.65M ﹤0.01%
295,229
-25,094
1984
$3.63M ﹤0.01%
286,548
-7,134
1985
$3.62M ﹤0.01%
69,392
+25,227
1986
$3.62M ﹤0.01%
294,253
-26,289
1987
$3.61M ﹤0.01%
169,334
+29,816
1988
$3.61M ﹤0.01%
58,647
-49,211
1989
$3.59M ﹤0.01%
177,499
+91,859
1990
$3.59M ﹤0.01%
255,900
-88,654
1991
$3.58M ﹤0.01%
113,584
+37,245
1992
$3.56M ﹤0.01%
231,115
+24,037
1993
$3.56M ﹤0.01%
217,444
+5,387
1994
$3.55M ﹤0.01%
333,816
+24,007
1995
$3.55M ﹤0.01%
295,491
+32,294
1996
$3.54M ﹤0.01%
133,873
-10,245
1997
$3.53M ﹤0.01%
76,198
+29,477
1998
$3.53M ﹤0.01%
76,580
+25,835
1999
$3.53M ﹤0.01%
240,850
-5,704
2000
$3.52M ﹤0.01%
137,950
+30,610