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
2101
$3.41M ﹤0.01%
83,681
+717
2102
$3.41M ﹤0.01%
170,471
-359
2103
$3.4M ﹤0.01%
509,786
-727,070
2104
$3.4M ﹤0.01%
241,547
-787
2105
$3.39M ﹤0.01%
181,104
-52,762
2106
$3.37M ﹤0.01%
121,712
+5,405
2107
$3.36M ﹤0.01%
102,706
-27,056
2108
$3.36M ﹤0.01%
+81,510
2109
$3.35M ﹤0.01%
118,158
-62,770
2110
$3.35M ﹤0.01%
165,626
-1,641
2111
$3.35M ﹤0.01%
165,237
-20,723
2112
$3.34M ﹤0.01%
5,376
-1,087
2113
$3.34M ﹤0.01%
1,080,754
-339,124
2114
$3.32M ﹤0.01%
163,979
+2,792
2115
$3.32M ﹤0.01%
338,309
+18,929
2116
$3.31M ﹤0.01%
217,912
+1,874
2117
$3.31M ﹤0.01%
47,177
-24,469
2118
$3.31M ﹤0.01%
11,643
+103
2119
$3.31M ﹤0.01%
52,256
-568,901
2120
$3.3M ﹤0.01%
266,441
+2,779
2121
$3.3M ﹤0.01%
76,675
-23,256
2122
$3.3M ﹤0.01%
692,430
+72,408
2123
$3.29M ﹤0.01%
56,588
-362,841
2124
$3.29M ﹤0.01%
105,810
+2,904
2125
$3.29M ﹤0.01%
278,247
+141,347