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
2376
$2.2M ﹤0.01%
18,434
+2,044
2377
$2.2M ﹤0.01%
29,768
+5,089
2378
$2.2M ﹤0.01%
237,490
+73,365
2379
$2.19M ﹤0.01%
396,390
-6,172
2380
$2.19M ﹤0.01%
170,879
+3,841
2381
$2.18M ﹤0.01%
51,649
-128,068
2382
$2.18M ﹤0.01%
53,488
+646
2383
$2.18M ﹤0.01%
73,182
-579
2384
$2.18M ﹤0.01%
21,035
+1,131
2385
$2.17M ﹤0.01%
146,501
-76,013
2386
$2.16M ﹤0.01%
60,339
+1,418
2387
$2.16M ﹤0.01%
96,945
+3,194
2388
$2.16M ﹤0.01%
61,165
-225,630
2389
$2.15M ﹤0.01%
23,036
-227
2390
$2.15M ﹤0.01%
323,961
-3,809,999
2391
$2.15M ﹤0.01%
+56,719
2392
$2.14M ﹤0.01%
157,391
-9,808
2393
$2.14M ﹤0.01%
73,358
-4,634
2394
$2.14M ﹤0.01%
70,691
+477
2395
$2.14M ﹤0.01%
163,380
+105,197
2396
$2.14M ﹤0.01%
114,081
-114,070
2397
$2.13M ﹤0.01%
216,773
+1,848
2398
$2.13M ﹤0.01%
163,417
-4,215
2399
$2.13M ﹤0.01%
120,149
+8,456
2400
$2.13M ﹤0.01%
160,737
-4,047