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
2301
$2.51M ﹤0.01%
227,144
-404,891
2302
$2.5M ﹤0.01%
110,681
-2,736
2303
$2.5M ﹤0.01%
70,928
+3,427
2304
$2.5M ﹤0.01%
206,594
+91,780
2305
$2.5M ﹤0.01%
264,459
+43,417
2306
$2.5M ﹤0.01%
165,432
+74,101
2307
$2.5M ﹤0.01%
+110,660
2308
$2.49M ﹤0.01%
56,919
+5,143
2309
$2.48M ﹤0.01%
57,194
-1,676,159
2310
$2.47M ﹤0.01%
59,351
+328
2311
$2.46M ﹤0.01%
31,566
-12,159
2312
$2.44M ﹤0.01%
63,666
-1,836
2313
$2.44M ﹤0.01%
14,658
-1,232
2314
$2.44M ﹤0.01%
64,350
+9,696
2315
$2.44M ﹤0.01%
96,090
+33,944
2316
$2.44M ﹤0.01%
1,079
-2,433
2317
$2.43M ﹤0.01%
125,122
-1,306
2318
$2.43M ﹤0.01%
97,556
+2,981
2319
$2.43M ﹤0.01%
54,890
-19,457
2320
$2.43M ﹤0.01%
229,664
-4,446
2321
$2.42M ﹤0.01%
283,052
+82,262
2322
$2.42M ﹤0.01%
260,035
+42,647
2323
$2.41M ﹤0.01%
118,490
+18,777
2324
$2.41M ﹤0.01%
11,198
-1,333
2325
$2.41M ﹤0.01%
8,295
-595