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
1976
$4.17M ﹤0.01%
166,455
+94,425
1977
$4.17M ﹤0.01%
105,575
+82,959
1978
$4.17M ﹤0.01%
55,423
-4,443
1979
$4.17M ﹤0.01%
235,481
-64,740
1980
$4.16M ﹤0.01%
232,924
+163,091
1981
$4.15M ﹤0.01%
1,049
+833
1982
$4.14M ﹤0.01%
87,394
+981
1983
$4.13M ﹤0.01%
292,872
-601,352
1984
$4.13M ﹤0.01%
260,922
-157,607
1985
$4.11M ﹤0.01%
18,992
+11,688
1986
$4.1M ﹤0.01%
135,805
-60,680
1987
$4.1M ﹤0.01%
289,961
-3,224
1988
$4.09M ﹤0.01%
102,702
-511
1989
$4.08M ﹤0.01%
116,662
-3,011
1990
$4.04M ﹤0.01%
102,056
+36,093
1991
$4.04M ﹤0.01%
53,680
+20,491
1992
$4.01M ﹤0.01%
74,031
-5,589
1993
$4.01M ﹤0.01%
93,071
+1,300
1994
$4M ﹤0.01%
499,750
-73,458
1995
$3.99M ﹤0.01%
143,029
-1,586
1996
$3.99M ﹤0.01%
60,333
-1,956
1997
$3.97M ﹤0.01%
153,600
-83,715
1998
$3.97M ﹤0.01%
73,118
-13,333
1999
$3.97M ﹤0.01%
95,492
-7,790
2000
$3.97M ﹤0.01%
114,556
+18,992