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
2326
$2.4M ﹤0.01%
+102,436
2327
$2.4M ﹤0.01%
203,456
+3,991
2328
$2.4M ﹤0.01%
131,893
-48,090
2329
$2.39M ﹤0.01%
21,991
-18
2330
$2.38M ﹤0.01%
34,349
+321
2331
$2.38M ﹤0.01%
114,043
+1,574
2332
$2.37M ﹤0.01%
29,360
-1,783
2333
$2.37M ﹤0.01%
44,029
+1,311
2334
$2.37M ﹤0.01%
706,197
+9,897
2335
$2.37M ﹤0.01%
120,402
+40,485
2336
$2.36M ﹤0.01%
263,958
+17,133
2337
$2.36M ﹤0.01%
74,271
-14,627
2338
$2.35M ﹤0.01%
230,508
-173,240
2339
$2.35M ﹤0.01%
64,121
-69,493
2340
$2.34M ﹤0.01%
88,341
+13,066
2341
$2.34M ﹤0.01%
909,735
-819,946
2342
$2.33M ﹤0.01%
196,830
+14,952
2343
$2.33M ﹤0.01%
136,181
+87,792
2344
$2.33M ﹤0.01%
+61,506
2345
$2.32M ﹤0.01%
14,399
-52,940
2346
$2.31M ﹤0.01%
120,509
+25,092
2347
$2.31M ﹤0.01%
99,443
-29,620
2348
$2.31M ﹤0.01%
186,143
+29,498
2349
$2.31M ﹤0.01%
145,955
+3,339
2350
$2.3M ﹤0.01%
+102,205