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
2226
$2.43M ﹤0.01%
27,942
-2,651
2227
$2.43M ﹤0.01%
1,102,812
+429,980
2228
$2.42M ﹤0.01%
380,341
-82,473
2229
$2.42M ﹤0.01%
34,038
+10,454
2230
$2.41M ﹤0.01%
+77,802
2231
$2.41M ﹤0.01%
147,201
-4,010
2232
$2.41M ﹤0.01%
182,328
+15,315
2233
$2.4M ﹤0.01%
+21,700
2234
$2.39M ﹤0.01%
79,262
+2,448
2235
$2.37M ﹤0.01%
33,121
+5,191
2236
$2.37M ﹤0.01%
97,701
+52,868
2237
$2.37M ﹤0.01%
123,280
-64,364
2238
$2.37M ﹤0.01%
68,165
+28,208
2239
$2.36M ﹤0.01%
4,362,204
+3,719,243
2240
$2.35M ﹤0.01%
235,656
+16,950
2241
$2.35M ﹤0.01%
171,979
-79,240
2242
$2.35M ﹤0.01%
434,704
+156,110
2243
$2.35M ﹤0.01%
70,480
+50,066
2244
$2.35M ﹤0.01%
157,461
+36,159
2245
$2.34M ﹤0.01%
106,349
-35,976
2246
$2.33M ﹤0.01%
267,045
-314,545
2247
$2.33M ﹤0.01%
161,646
+5,138
2248
$2.33M ﹤0.01%
51,223
+699
2249
$2.33M ﹤0.01%
253,927
+93,599
2250
$2.32M ﹤0.01%
70,071
-13,195