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
$246B
AUM Growth
-$4.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,882
New
Increased
Reduced
Closed

Top Buys

1 +$434M
2 +$390M
3 +$261M
4
AXP icon
American Express
AXP
+$249M
5
DVN icon
Devon Energy
DVN
+$249M

Top Sells

1 +$486M
2 +$363M
3 +$300M
4
PCL
PLUM CREEK TIMBER CO (REIT)
PCL
+$275M
5
HR icon
Healthcare Realty
HR
+$249M

Sector Composition

1 Technology 15.3%
2 Financials 12.53%
3 Healthcare 11.7%
4 Real Estate 9.6%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$2.63M ﹤0.01%
91,676
+56,137
2177
$2.62M ﹤0.01%
162,484
-1,748
2178
$2.62M ﹤0.01%
207,917
-17,771
2179
$2.62M ﹤0.01%
296,917
+136,723
2180
$2.61M ﹤0.01%
46,307
+3,431
2181
$2.61M ﹤0.01%
74,442
-6,350
2182
$2.61M ﹤0.01%
49,563
-321,731
2183
$2.6M ﹤0.01%
15,874
-6,930
2184
$2.6M ﹤0.01%
99,738
-5,091
2185
$2.6M ﹤0.01%
117,267
+11,020
2186
$2.59M ﹤0.01%
163,027
-42,884
2187
$2.58M ﹤0.01%
366,047
+71,265
2188
$2.58M ﹤0.01%
166,871
+117,513
2189
$2.58M ﹤0.01%
41,158
+10,671
2190
$2.57M ﹤0.01%
1,089,973
+115,792
2191
$2.57M ﹤0.01%
298,541
+276,787
2192
$2.57M ﹤0.01%
154,188
+73,840
2193
$2.56M ﹤0.01%
435,284
+8,369
2194
$2.56M ﹤0.01%
86,729
-64,272
2195
$2.55M ﹤0.01%
117,695
-3,893
2196
$2.55M ﹤0.01%
93,956
-60,827
2197
$2.55M ﹤0.01%
820,682
+244,115
2198
$2.55M ﹤0.01%
1,072,002
+461,012
2199
$2.55M ﹤0.01%
37,030
+8,129
2200
$2.54M ﹤0.01%
97,164
-1,436