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
$291B
AUM Growth
+$18.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,770
New
Increased
Reduced
Closed

Top Buys

1 +$329M
2 +$257M
3 +$220M
4
NWL icon
Newell Brands
NWL
+$204M
5
EXR icon
Extra Space Storage
EXR
+$203M

Top Sells

1 +$294M
2 +$262M
3 +$254M
4
GE icon
GE Aerospace
GE
+$222M
5
ESRX
Express Scripts Holding Company
ESRX
+$198M

Sector Composition

1 Technology 13.3%
2 Financials 11.41%
3 Healthcare 9.96%
4 Real Estate 9.14%
5 Communication Services 8.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$1.87M ﹤0.01%
164,194
+33,486
2452
$1.86M ﹤0.01%
+70,355
2453
$1.86M ﹤0.01%
296,566
+82,535
2454
$1.86M ﹤0.01%
81,924
+19,465
2455
$1.86M ﹤0.01%
+32,234
2456
$1.85M ﹤0.01%
133,763
+29,076
2457
$1.84M ﹤0.01%
178,510
-7,501
2458
$1.84M ﹤0.01%
77,636
+25,808
2459
$1.83M ﹤0.01%
213,738
+34,467
2460
$1.83M ﹤0.01%
52,842
+10,266
2461
$1.82M ﹤0.01%
95,417
+22,627
2462
$1.82M ﹤0.01%
136,980
+100,300
2463
$1.82M ﹤0.01%
98,984
-101,871
2464
$1.81M ﹤0.01%
77,975
+14,515
2465
$1.81M ﹤0.01%
21,648
+4,243
2466
$1.81M ﹤0.01%
155,720
-160,914
2467
$1.8M ﹤0.01%
263,414
+613
2468
$1.8M ﹤0.01%
245,879
+14,872
2469
$1.8M ﹤0.01%
22,618
+1,715
2470
$1.8M ﹤0.01%
23,494
+4,467
2471
$1.8M ﹤0.01%
121,920
-8,482
2472
$1.79M ﹤0.01%
69,827
+160
2473
$1.79M ﹤0.01%
379,126
+59,748
2474
$1.79M ﹤0.01%
250,026
-5,127
2475
$1.79M ﹤0.01%
168,025
+37,480