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
2576
$3.08M ﹤0.01%
71,396
-31,015
2577
$3.08M ﹤0.01%
334,025
+42,675
2578
$3.07M ﹤0.01%
126,086
+7,726
2579
$3.07M ﹤0.01%
459,147
+352,969
2580
$3.06M ﹤0.01%
537,185
+57,880
2581
$3.06M ﹤0.01%
493,537
+28,027
2582
$3.06M ﹤0.01%
159,382
+67,703
2583
$3.06M ﹤0.01%
254,481
+16,892
2584
$3.02M ﹤0.01%
113,976
-1,877,931
2585
$2.99M ﹤0.01%
86,119
-6,199
2586
$2.99M ﹤0.01%
659,528
-151,655
2587
$2.98M ﹤0.01%
47,353
-2,871
2588
$2.97M ﹤0.01%
100,880
+9,232
2589
$2.97M ﹤0.01%
113,469
+4,770
2590
$2.94M ﹤0.01%
440,341
+118,772
2591
$2.94M ﹤0.01%
95,791
-1,406
2592
$2.93M ﹤0.01%
220,911
+8,931
2593
$2.92M ﹤0.01%
33,765
+3,541
2594
$2.92M ﹤0.01%
177,779
-19,520
2595
$2.91M ﹤0.01%
134,357
+31,046
2596
$2.91M ﹤0.01%
58,744
+46,640
2597
$2.88M ﹤0.01%
225,083
-17,596
2598
$2.87M ﹤0.01%
87,702
+80,864
2599
$2.87M ﹤0.01%
164,232
+52,731
2600
$2.87M ﹤0.01%
43,337
-5,616