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
2076
$3.52M ﹤0.01%
661,976
+91,109
2077
$3.51M ﹤0.01%
658,692
-57,730
2078
$3.51M ﹤0.01%
151,477
-34,841
2079
$3.51M ﹤0.01%
180,298
+2,035
2080
$3.51M ﹤0.01%
10,514
+523
2081
$3.49M ﹤0.01%
21,375
-45,218
2082
$3.49M ﹤0.01%
188,775
+106,851
2083
$3.49M ﹤0.01%
217,615
-6,116
2084
$3.49M ﹤0.01%
23,672
-191
2085
$3.48M ﹤0.01%
82,479
+54,835
2086
$3.48M ﹤0.01%
189,230
+135,635
2087
$3.48M ﹤0.01%
56,834
+48,062
2088
$3.48M ﹤0.01%
105,929
-7,826
2089
$3.47M ﹤0.01%
282,264
-78,409
2090
$3.46M ﹤0.01%
87,823
-15,808
2091
$3.45M ﹤0.01%
62,646
+24,909
2092
$3.45M ﹤0.01%
793,592
+579,961
2093
$3.45M ﹤0.01%
81,976
-14,956
2094
$3.44M ﹤0.01%
259,216
+4,438
2095
$3.44M ﹤0.01%
267,102
-15,347
2096
$3.43M ﹤0.01%
55,974
-75,094
2097
$3.42M ﹤0.01%
306,722
-12,744
2098
$3.42M ﹤0.01%
+395,626
2099
$3.42M ﹤0.01%
638,001
-3,609
2100
$3.41M ﹤0.01%
96,153
-331,512