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
$258B
AUM Growth
-$404M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,237
New
Increased
Reduced
Closed

Top Buys

1 +$738M
2 +$317M
3 +$291M
4
CFG icon
Citizens Financial Group
CFG
+$236M
5
NTAP icon
NetApp
NTAP
+$194M

Top Sells

1 +$352M
2 +$300M
3 +$219M
4
HSP
HOSPIRA INC
HSP
+$214M
5
AVGO icon
Broadcom
AVGO
+$196M

Sector Composition

1 Technology 16.03%
2 Healthcare 13.56%
3 Financials 12.55%
4 Real Estate 9.62%
5 Communication Services 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$2.4M ﹤0.01%
24,171
+2,859
2302
$2.4M ﹤0.01%
54,654
+4,630
2303
$2.4M ﹤0.01%
338,984
+63,583
2304
$2.39M ﹤0.01%
317,471
+172,423
2305
$2.38M ﹤0.01%
170,999
+40,053
2306
$2.38M ﹤0.01%
116,174
-2,820
2307
$2.37M ﹤0.01%
23,385
-1,530
2308
$2.37M ﹤0.01%
47,829
+10,753
2309
$2.37M ﹤0.01%
103,589
+3,729
2310
$2.37M ﹤0.01%
195,551
+23,918
2311
$2.37M ﹤0.01%
152,229
-22,611
2312
$2.37M ﹤0.01%
103,029
+44,997
2313
$2.37M ﹤0.01%
381,435
-17,115
2314
$2.36M ﹤0.01%
149,588
-19,421
2315
$2.36M ﹤0.01%
75,778
-10,622
2316
$2.35M ﹤0.01%
261,381
+4,710
2317
$2.35M ﹤0.01%
78,627
+61,060
2318
$2.35M ﹤0.01%
1,425,697
-11,694
2319
$2.35M ﹤0.01%
221,598
+164,780
2320
$2.35M ﹤0.01%
105,652
-540
2321
$2.34M ﹤0.01%
14,687
-4,455
2322
$2.33M ﹤0.01%
284,991
+123,995
2323
$2.33M ﹤0.01%
118,358
-10,230
2324
$2.33M ﹤0.01%
170,601
+24,220
2325
$2.33M ﹤0.01%
67,720
-14,945