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
$252B
AUM Growth
+$21.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,506
New
Increased
Reduced
Closed

Top Buys

1 +$393M
2 +$272M
3 +$246M
4
CSCO icon
Cisco
CSCO
+$196M
5
TRIP icon
TripAdvisor
TRIP
+$178M

Top Sells

1 +$678M
2 +$412M
3 +$388M
4
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$307M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$289M

Sector Composition

1 Technology 16.74%
2 Financials 12.04%
3 Healthcare 11.89%
4 Communication Services 9.42%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$1.47M ﹤0.01%
99,752
+6,492
2652
$1.47M ﹤0.01%
24,809
+938
2653
$1.47M ﹤0.01%
40,793
+3,688
2654
$1.45M ﹤0.01%
48,373
+3,805
2655
$1.45M ﹤0.01%
143,240
-6,153
2656
$1.45M ﹤0.01%
104,851
-217,806
2657
$1.44M ﹤0.01%
1,091,777
2658
$1.44M ﹤0.01%
42,041
-2,031
2659
$1.44M ﹤0.01%
78,092
-42,543
2660
$1.43M ﹤0.01%
100,872
-35,327
2661
$1.43M ﹤0.01%
276,781
+70,216
2662
$1.43M ﹤0.01%
88,859
+10,441
2663
$1.43M ﹤0.01%
51,740
2664
$1.43M ﹤0.01%
73,809
+22,420
2665
$1.42M ﹤0.01%
141,919
+3,034
2666
$1.42M ﹤0.01%
18,854
+1,699
2667
$1.42M ﹤0.01%
63,862
-239,790
2668
$1.42M ﹤0.01%
844,021
+124,931
2669
$1.42M ﹤0.01%
43,824
+3,758
2670
$1.42M ﹤0.01%
95,234
+17,529
2671
$1.41M ﹤0.01%
86,441
+84,799
2672
$1.41M ﹤0.01%
229,748
-9,418
2673
$1.41M ﹤0.01%
29,500
-2,400
2674
$1.41M ﹤0.01%
119,297
-8,700
2675
$1.41M ﹤0.01%
32,383
+2,054