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
2226
$2.78M ﹤0.01%
66,848
+5,016
2227
$2.78M ﹤0.01%
178,896
-9,869
2228
$2.77M ﹤0.01%
48,413
+116
2229
$2.77M ﹤0.01%
89,528
+19,687
2230
$2.77M ﹤0.01%
338,790
+71,915
2231
$2.76M ﹤0.01%
501,508
-55,247
2232
$2.75M ﹤0.01%
109,160
+5,087
2233
$2.75M ﹤0.01%
31,882
+8,138
2234
$2.74M ﹤0.01%
157,688
-15,344
2235
$2.74M ﹤0.01%
253,967
-6,920
2236
$2.74M ﹤0.01%
255,689
-735
2237
$2.73M ﹤0.01%
73,920
+3,290
2238
$2.73M ﹤0.01%
252,957
+18,719
2239
$2.72M ﹤0.01%
73,749
+2,357
2240
$2.71M ﹤0.01%
44,065
-5,780
2241
$2.71M ﹤0.01%
26,712
+1,226
2242
$2.7M ﹤0.01%
144,798
+6,344
2243
$2.7M ﹤0.01%
2,247,216
+454,109
2244
$2.7M ﹤0.01%
326,832
+69,265
2245
$2.69M ﹤0.01%
106,008
-36,730
2246
$2.69M ﹤0.01%
89,241
+2,207
2247
$2.69M ﹤0.01%
21,599
+29
2248
$2.69M ﹤0.01%
64,527
+11,695
2249
$2.68M ﹤0.01%
82,824
+56,672
2250
$2.68M ﹤0.01%
80,523
-20,301