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
2251
$2.68M ﹤0.01%
75,845
-7,621
2252
$2.68M ﹤0.01%
41,329
+440
2253
$2.68M ﹤0.01%
62,331
+23,876
2254
$2.67M ﹤0.01%
43,356
-18,807
2255
$2.67M ﹤0.01%
1,617,505
+158,617
2256
$2.66M ﹤0.01%
421,906
-82,159
2257
$2.66M ﹤0.01%
90,188
-5,950
2258
$2.65M ﹤0.01%
63,416
-5,161
2259
$2.65M ﹤0.01%
55,113
+1,437
2260
$2.65M ﹤0.01%
100,061
-17,306
2261
$2.65M ﹤0.01%
357,906
+50,478
2262
$2.64M ﹤0.01%
172,106
+10,103
2263
$2.64M ﹤0.01%
143,289
-16,464
2264
$2.63M ﹤0.01%
59,607
+1,117
2265
$2.63M ﹤0.01%
175,076
+75,126
2266
$2.63M ﹤0.01%
58,013
+8,568
2267
$2.62M ﹤0.01%
242,660
+171,015
2268
$2.62M ﹤0.01%
78,943
-190,002
2269
$2.62M ﹤0.01%
181,930
-89,407
2270
$2.6M ﹤0.01%
22,924
+961
2271
$2.59M ﹤0.01%
141,008
+12,371
2272
$2.58M ﹤0.01%
144,089
-11,990
2273
$2.58M ﹤0.01%
418,168
-27,854
2274
$2.57M ﹤0.01%
77,153
-45,072
2275
$2.57M ﹤0.01%
186,399
+59,243