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
$271B
AUM Growth
-$50.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,768
New
Increased
Reduced
Closed

Top Buys

1 +$279M
2 +$254M
3 +$232M
4
APC
Anadarko Petroleum
APC
+$164M
5
MCK icon
McKesson
MCK
+$161M

Top Sells

1 +$1.63B
2 +$519M
3 +$469M
4
CCL icon
Carnival Corp
CCL
+$307M
5
TWX
Time Warner Inc
TWX
+$290M

Sector Composition

1 Technology 16.29%
2 Financials 15.19%
3 Healthcare 11.76%
4 Communication Services 9.96%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1.96M ﹤0.01%
39,810
+1,926
2477
$1.96M ﹤0.01%
162,902
+4,910
2478
$1.96M ﹤0.01%
34,459
+1,874
2479
$1.96M ﹤0.01%
72,442
+4,381
2480
$1.95M ﹤0.01%
116,479
+4,036
2481
$1.95M ﹤0.01%
141,648
-16,786
2482
$1.95M ﹤0.01%
224,353
+26,283
2483
$1.95M ﹤0.01%
265,223
-17,419
2484
$1.95M ﹤0.01%
56,860
+50,331
2485
$1.94M ﹤0.01%
145,186
+13,159
2486
$1.94M ﹤0.01%
39,850
-449
2487
$1.93M ﹤0.01%
45,796
+8,375
2488
$1.93M ﹤0.01%
51,927
+11,724
2489
$1.93M ﹤0.01%
17,825
+768
2490
$1.92M ﹤0.01%
46,417
+4,767
2491
$1.92M ﹤0.01%
247,833
+118,722
2492
$1.92M ﹤0.01%
66,397
-2,209
2493
$1.92M ﹤0.01%
81,870
+4,586
2494
$1.92M ﹤0.01%
80,987
+3,014
2495
$1.91M ﹤0.01%
67,310
-109,748
2496
$1.91M ﹤0.01%
42,688
+2,060
2497
$1.91M ﹤0.01%
18,049
+761
2498
$1.91M ﹤0.01%
25,819
-236,319
2499
$1.91M ﹤0.01%
194,547
-9,390
2500
$1.9M ﹤0.01%
189,608
-422