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
2701
$2.29M ﹤0.01%
75,687
+5,092
2702
$2.29M ﹤0.01%
61,549
-30,785
2703
$2.29M ﹤0.01%
160,528
+8,365
2704
$2.28M ﹤0.01%
86,184
+41,928
2705
$2.28M ﹤0.01%
115,956
+6,335
2706
$2.28M ﹤0.01%
207,296
+165,394
2707
$2.27M ﹤0.01%
+5,228
2708
$2.26M ﹤0.01%
102,322
+8,965
2709
$2.25M ﹤0.01%
262,268
-2,952
2710
$2.25M ﹤0.01%
88,269
+9,534
2711
$2.24M ﹤0.01%
294,210
+7,684
2712
$2.23M ﹤0.01%
37,778
-35,743
2713
$2.22M ﹤0.01%
103,585
-4,433
2714
$2.21M ﹤0.01%
+58,881
2715
$2.2M ﹤0.01%
143,133
+12,644
2716
$2.2M ﹤0.01%
14,828
-3,173
2717
$2.19M ﹤0.01%
+61,322
2718
$2.18M ﹤0.01%
132,357
-2,388
2719
$2.17M ﹤0.01%
228,134
-22,991
2720
$2.16M ﹤0.01%
98,711
+4,144
2721
$2.16M ﹤0.01%
71,896
+2,435
2722
$2.15M ﹤0.01%
142,703
+56,019
2723
$2.15M ﹤0.01%
174,426
-129
2724
$2.15M ﹤0.01%
655,855
+9,362
2725
$2.15M ﹤0.01%
43,441
+2,999