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
2651
$1.51M ﹤0.01%
167,771
+25,448
2652
$1.51M ﹤0.01%
176,577
+4,918
2653
$1.51M ﹤0.01%
103,931
+3,640
2654
$1.51M ﹤0.01%
42,027
-369
2655
$1.5M ﹤0.01%
+58,936
2656
$1.5M ﹤0.01%
42,554
-20,029
2657
$1.5M ﹤0.01%
140,638
+1,601
2658
$1.5M ﹤0.01%
82,753
-1,405,636
2659
$1.49M ﹤0.01%
17,690
+934
2660
$1.49M ﹤0.01%
57,465
-339,764
2661
$1.49M ﹤0.01%
106,765
+14,106
2662
$1.49M ﹤0.01%
134,890
+6,590
2663
$1.48M ﹤0.01%
37,484
+1,486
2664
$1.48M ﹤0.01%
41,121
+1,209
2665
$1.48M ﹤0.01%
51,400
+5,654
2666
$1.48M ﹤0.01%
32,043
+959
2667
$1.47M ﹤0.01%
33,983
+2,779
2668
$1.47M ﹤0.01%
576,765
+37,456
2669
$1.47M ﹤0.01%
31,700
+937
2670
$1.47M ﹤0.01%
21,278
+3,900
2671
$1.47M ﹤0.01%
63,458
+2,230
2672
$1.47M ﹤0.01%
171,048
-11,904
2673
$1.47M ﹤0.01%
71,810
-3,504
2674
$1.46M ﹤0.01%
34,335
+989
2675
$1.46M ﹤0.01%
65,167
+2,312