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
2126
$3.28M ﹤0.01%
+211,339
2127
$3.27M ﹤0.01%
172,323
-6,156
2128
$3.27M ﹤0.01%
624,511
-1,520,984
2129
$3.27M ﹤0.01%
152,771
-6,700
2130
$3.26M ﹤0.01%
149,170
+15,694
2131
$3.26M ﹤0.01%
58,236
+8,971
2132
$3.26M ﹤0.01%
53,243
-4,505
2133
$3.26M ﹤0.01%
102,265
-306,940
2134
$3.25M ﹤0.01%
114,615
+1,991
2135
$3.25M ﹤0.01%
171,257
+15,673
2136
$3.25M ﹤0.01%
219,873
+44,312
2137
$3.25M ﹤0.01%
88,365
+984
2138
$3.24M ﹤0.01%
50,745
+6,166
2139
$3.24M ﹤0.01%
233,857
-104,374
2140
$3.23M ﹤0.01%
142,408
+29,860
2141
$3.22M ﹤0.01%
82,666
-1,636
2142
$3.22M ﹤0.01%
154,903
-13,172
2143
$3.21M ﹤0.01%
15,113
-343
2144
$3.19M ﹤0.01%
131,825
+20,203
2145
$3.19M ﹤0.01%
38,747
-28,975
2146
$3.19M ﹤0.01%
57,178
-1,698
2147
$3.18M ﹤0.01%
59,824
+14,035
2148
$3.17M ﹤0.01%
176,787
+28,486
2149
$3.17M ﹤0.01%
439,256
+44,268
2150
$3.17M ﹤0.01%
238,296
-14,948