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
2401
$2.12M ﹤0.01%
53,856
-988,313
2402
$2.11M ﹤0.01%
37,666
+906
2403
$2.11M ﹤0.01%
125,510
-53,078
2404
$2.11M ﹤0.01%
78,164
+189
2405
$2.1M ﹤0.01%
36,638
-96,862
2406
$2.09M ﹤0.01%
45,818
-28,423
2407
$2.09M ﹤0.01%
28,619
+6,001
2408
$2.09M ﹤0.01%
304,744
-409,253
2409
$2.08M ﹤0.01%
42,535
-4,579
2410
$2.08M ﹤0.01%
124,882
-9,475
2411
$2.08M ﹤0.01%
121,300
-3,913
2412
$2.08M ﹤0.01%
274,031
-94,339
2413
$2.08M ﹤0.01%
30,753
+1,408
2414
$2.07M ﹤0.01%
125,554
-4,288
2415
$2.07M ﹤0.01%
81,135
-1,494
2416
$2.07M ﹤0.01%
154,114
+412
2417
$2.07M ﹤0.01%
162,856
+876
2418
$2.06M ﹤0.01%
114,616
-1,302
2419
$2.06M ﹤0.01%
54,747
+3,748
2420
$2.06M ﹤0.01%
241,575
-5,667
2421
$2.06M ﹤0.01%
77,960
+67,213
2422
$2.05M ﹤0.01%
123,716
-10,794
2423
$2.05M ﹤0.01%
180,497
+5,951
2424
$2.05M ﹤0.01%
110,798
-4,812
2425
$2.05M ﹤0.01%
166,499
+637