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
2251
$2.36M ﹤0.01%
87,608
-1,992
2252
$2.36M ﹤0.01%
47,968
-6,422
2253
$2.35M ﹤0.01%
492,692
+3,547
2254
$2.35M ﹤0.01%
139,314
+11,311
2255
$2.35M ﹤0.01%
116,945
+2,843
2256
$2.35M ﹤0.01%
343,918
-21,600
2257
$2.35M ﹤0.01%
114,648
-139,592
2258
$2.34M ﹤0.01%
105,377
+80,963
2259
$2.34M ﹤0.01%
86,192
-1,214
2260
$2.33M ﹤0.01%
51,737
+13,502
2261
$2.33M ﹤0.01%
168,790
-2,064
2262
$2.33M ﹤0.01%
537,411
+114,089
2263
$2.33M ﹤0.01%
106,191
-21,971
2264
$2.32M ﹤0.01%
79,676
+4,320
2265
$2.31M ﹤0.01%
281,200
+33,861
2266
$2.31M ﹤0.01%
38,510
-6,198
2267
$2.31M ﹤0.01%
168,978
+3,487
2268
$2.31M ﹤0.01%
4,510
+696
2269
$2.31M ﹤0.01%
121,421
+101,338
2270
$2.3M ﹤0.01%
85,434
+19,358
2271
$2.29M ﹤0.01%
153,622
-1,254
2272
$2.29M ﹤0.01%
33,335
+312
2273
$2.28M ﹤0.01%
118,734
+20,598
2274
$2.27M ﹤0.01%
44,811
-1,068
2275
$2.26M ﹤0.01%
55,441
+4,218