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
$291B
AUM Growth
+$18.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,770
New
Increased
Reduced
Closed

Top Buys

1 +$329M
2 +$257M
3 +$220M
4
NWL icon
Newell Brands
NWL
+$204M
5
EXR icon
Extra Space Storage
EXR
+$203M

Top Sells

1 +$294M
2 +$262M
3 +$254M
4
GE icon
GE Aerospace
GE
+$222M
5
ESRX
Express Scripts Holding Company
ESRX
+$198M

Sector Composition

1 Technology 13.3%
2 Financials 11.41%
3 Healthcare 9.96%
4 Real Estate 9.14%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$4.16M ﹤0.01%
127,094
+97,634
1977
$4.14M ﹤0.01%
147,857
+37,892
1978
$4.13M ﹤0.01%
79,997
-12,431
1979
$4.11M ﹤0.01%
236,786
+76,121
1980
$4.11M ﹤0.01%
398,844
+155,690
1981
$4.09M ﹤0.01%
96,116
+19,313
1982
$4.08M ﹤0.01%
167,062
+14,729
1983
$4.07M ﹤0.01%
218,521
+8,961
1984
$4.07M ﹤0.01%
190,586
-250,006
1985
$4.05M ﹤0.01%
201,212
+11,991
1986
$4.05M ﹤0.01%
143,261
+10,487
1987
$4.03M ﹤0.01%
195,313
+8,030
1988
$4.03M ﹤0.01%
234,429
-3,367
1989
$4.03M ﹤0.01%
248,250
+228,905
1990
$4.02M ﹤0.01%
59,619
+54,184
1991
$4.01M ﹤0.01%
15,456
-2,296
1992
$4M ﹤0.01%
70,572
-791,415
1993
$4M ﹤0.01%
100,476
+5,832
1994
$3.99M ﹤0.01%
99,931
-20,054
1995
$3.99M ﹤0.01%
11,540
+1,129
1996
$3.98M ﹤0.01%
172,671
-27,526
1997
$3.98M ﹤0.01%
122,885
-3,550
1998
$3.98M ﹤0.01%
36,286
-1,655
1999
$3.97M ﹤0.01%
242,699
+89,480
2000
$3.97M ﹤0.01%
144,268
+22,383