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
2276
$2.57M ﹤0.01%
275,037
+36,147
2277
$2.57M ﹤0.01%
84,276
+4,968
2278
$2.56M ﹤0.01%
56,746
+15,765
2279
$2.56M ﹤0.01%
69,706
+5,498
2280
$2.56M ﹤0.01%
32,840
-10,600
2281
$2.56M ﹤0.01%
114,860
-3,384,982
2282
$2.55M ﹤0.01%
299,107
-28,474
2283
$2.55M ﹤0.01%
105,169
+7,036
2284
$2.55M ﹤0.01%
284,600
-61,311
2285
$2.55M ﹤0.01%
124,970
-14,172
2286
$2.54M ﹤0.01%
115,499
-778
2287
$2.54M ﹤0.01%
80,668
+1,205
2288
$2.54M ﹤0.01%
106,050
+47,460
2289
$2.54M ﹤0.01%
248,609
-35,086
2290
$2.54M ﹤0.01%
170,028
-2,718
2291
$2.54M ﹤0.01%
7,140
+68
2292
$2.53M ﹤0.01%
549,655
-8,237
2293
$2.53M ﹤0.01%
182,287
+9,815
2294
$2.53M ﹤0.01%
518,556
+27,421
2295
$2.53M ﹤0.01%
174,884
+55,693
2296
$2.53M ﹤0.01%
44,922
-72,384
2297
$2.52M ﹤0.01%
48,051
-4,971
2298
$2.52M ﹤0.01%
124,605
-18,570
2299
$2.52M ﹤0.01%
47,822
-9,410
2300
$2.52M ﹤0.01%
231,586
-103,299