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
2351
$2.29M ﹤0.01%
75,667
-6,903
2352
$2.29M ﹤0.01%
227,603
+99,393
2353
$2.29M ﹤0.01%
78,784
-4,371
2354
$2.28M ﹤0.01%
7,338
-599
2355
$2.27M ﹤0.01%
143,681
-8,206
2356
$2.27M ﹤0.01%
27,557
+2,400
2357
$2.27M ﹤0.01%
461,020
+449,814
2358
$2.27M ﹤0.01%
159,761
-246,056
2359
$2.26M ﹤0.01%
38,512
+15,870
2360
$2.26M ﹤0.01%
750,535
-111,345
2361
$2.26M ﹤0.01%
29,671
-98
2362
$2.25M ﹤0.01%
11,396
+17
2363
$2.25M ﹤0.01%
297,228
+662
2364
$2.25M ﹤0.01%
147,296
-5,009
2365
$2.24M ﹤0.01%
112,395
+48,431
2366
$2.24M ﹤0.01%
126,962
-50,765
2367
$2.24M ﹤0.01%
252,724
-25,718
2368
$2.23M ﹤0.01%
63,929
-35,319
2369
$2.23M ﹤0.01%
205,187
-103,231
2370
$2.23M ﹤0.01%
+116,479
2371
$2.23M ﹤0.01%
159,152
-12,344
2372
$2.23M ﹤0.01%
163,116
+7,780
2373
$2.22M ﹤0.01%
244,657
-1,124,112
2374
$2.22M ﹤0.01%
2,824,153
-31,824
2375
$2.21M ﹤0.01%
100,742
-6,667