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
$406B
AUM Growth
+$32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,130
New
Increased
Reduced
Closed

Top Buys

1 +$985M
2 +$517M
3 +$445M
4
CMCSA icon
Comcast
CMCSA
+$428M
5
CSCO icon
Cisco
CSCO
+$363M

Top Sells

1 +$1.03B
2 +$458M
3 +$385M
4
PPL icon
PPL Corp
PPL
+$376M
5
AMC icon
AMC Entertainment Holdings
AMC
+$342M

Sector Composition

1 Technology 19.34%
2 Consumer Discretionary 13.32%
3 Financials 12.97%
4 Healthcare 11.95%
5 Industrials 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$3.83M ﹤0.01%
177,267
-45,563
2477
$3.83M ﹤0.01%
181,245
-257,875
2478
$3.82M ﹤0.01%
143,626
+28,554
2479
$3.82M ﹤0.01%
134,954
-8,841
2480
$3.81M ﹤0.01%
35,836
-50,556
2481
$3.81M ﹤0.01%
73,488
+3,147
2482
$3.81M ﹤0.01%
93,054
+12,576
2483
$3.8M ﹤0.01%
630,583
-431,097
2484
$3.79M ﹤0.01%
1,511,982
-83,578
2485
$3.79M ﹤0.01%
35,048
+2,848
2486
$3.79M ﹤0.01%
377,493
+274,443
2487
$3.79M ﹤0.01%
162,700
+23,415
2488
$3.78M ﹤0.01%
1,216,450
2489
$3.78M ﹤0.01%
203,338
+38,947
2490
$3.77M ﹤0.01%
203,216
+18,921
2491
$3.76M ﹤0.01%
141,092
+8,994
2492
$3.76M ﹤0.01%
51,838
+7,401
2493
$3.75M ﹤0.01%
176,728
+2,123
2494
$3.74M ﹤0.01%
20,618
+2,608
2495
$3.73M ﹤0.01%
+155,840
2496
$3.73M ﹤0.01%
55,193
-157,439
2497
$3.72M ﹤0.01%
706,488
+93,604
2498
$3.71M ﹤0.01%
39,971
+11,455
2499
$3.71M ﹤0.01%
123,021
+53,163
2500
$3.7M ﹤0.01%
183,787
+13,111