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
$272B
AUM Growth
+$26.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,817
New
Increased
Reduced
Closed

Top Buys

1 +$628M
2 +$271M
3 +$207M
4
WELL icon
Welltower
WELL
+$191M
5
PG icon
Procter & Gamble
PG
+$165M

Top Sells

1 +$911M
2 +$674M
3 +$503M
4
MSFT icon
Microsoft
MSFT
+$376M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$246M

Sector Composition

1 Technology 12.68%
2 Financials 11.22%
3 Healthcare 10.44%
4 Real Estate 9.61%
5 Communication Services 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2151
$2.83M ﹤0.01%
85,635
-4,049
2152
$2.82M ﹤0.01%
223,168
-13,794
2153
$2.82M ﹤0.01%
139,399
-1,672
2154
$2.81M ﹤0.01%
271,733
-4,688
2155
$2.8M ﹤0.01%
72,726
+1,609
2156
$2.8M ﹤0.01%
+228,473
2157
$2.79M ﹤0.01%
512,471
-30,115
2158
$2.79M ﹤0.01%
546,970
+23,854
2159
$2.79M ﹤0.01%
213,123
-11,191
2160
$2.78M ﹤0.01%
74,340
-661,370
2161
$2.78M ﹤0.01%
244,044
+9,590
2162
$2.78M ﹤0.01%
177,734
-22,979
2163
$2.77M ﹤0.01%
340,537
+25,344
2164
$2.77M ﹤0.01%
83,654
-79,014
2165
$2.77M ﹤0.01%
119,130
-6,684
2166
$2.77M ﹤0.01%
66,782
-87,649
2167
$2.76M ﹤0.01%
+172,544
2168
$2.74M ﹤0.01%
430,074
-8,237
2169
$2.74M ﹤0.01%
99,280
-458
2170
$2.73M ﹤0.01%
70,711
+231
2171
$2.73M ﹤0.01%
1,325,836
-91,577
2172
$2.72M ﹤0.01%
151,730
-40,091
2173
$2.71M ﹤0.01%
134,395
-10,375
2174
$2.71M ﹤0.01%
76,904
+2,462
2175
$2.69M ﹤0.01%
59,170
+9,589