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
2601
$2.87M ﹤0.01%
208,306
+21,070
2602
$2.87M ﹤0.01%
35,118
+2,921
2603
$2.85M ﹤0.01%
109,751
+9,689
2604
$2.85M ﹤0.01%
46,659
+22,185
2605
$2.84M ﹤0.01%
81,295
-1,100,243
2606
$2.84M ﹤0.01%
+51,684
2607
$2.83M ﹤0.01%
221,548
+8,041
2608
$2.82M ﹤0.01%
104,791
+36,391
2609
$2.82M ﹤0.01%
179,964
+18,564
2610
$2.82M ﹤0.01%
163,727
+11,193
2611
$2.81M ﹤0.01%
77,128
-9,991
2612
$2.81M ﹤0.01%
211,419
-79,485
2613
$2.81M ﹤0.01%
76,299
+4,109
2614
$2.81M ﹤0.01%
49,231
+1,478
2615
$2.8M ﹤0.01%
89,101
+10,634
2616
$2.8M ﹤0.01%
135,681
-16,440
2617
$2.8M ﹤0.01%
311,255
-229,295
2618
$2.8M ﹤0.01%
+70,000
2619
$2.79M ﹤0.01%
386,938
2620
$2.79M ﹤0.01%
562,946
-407,092
2621
$2.78M ﹤0.01%
70,320
-1,317
2622
$2.77M ﹤0.01%
209,304
+3,615
2623
$2.77M ﹤0.01%
134,486
-7,568
2624
$2.77M ﹤0.01%
284,835
-25,834
2625
$2.76M ﹤0.01%
305,492
-30,389