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
2751
$2M ﹤0.01%
189,912
+3,236
2752
$2M ﹤0.01%
122,794
-16,222
2753
$2M ﹤0.01%
228,910
-7,719
2754
$2M ﹤0.01%
64,615
+3,905
2755
$1.99M ﹤0.01%
32,295
+9,288
2756
$1.98M ﹤0.01%
46,734
+2,968
2757
$1.98M ﹤0.01%
58,657
+16,134
2758
$1.98M ﹤0.01%
92,838
-14,230
2759
$1.98M ﹤0.01%
+61,190
2760
$1.98M ﹤0.01%
112,999
+53,025
2761
$1.96M ﹤0.01%
237,648
+6,040
2762
$1.96M ﹤0.01%
143,970
+62,541
2763
$1.96M ﹤0.01%
271,842
+12,108
2764
$1.95M ﹤0.01%
+94,172
2765
$1.95M ﹤0.01%
100,821
+7,965
2766
$1.95M ﹤0.01%
81,505
-1,019
2767
$1.95M ﹤0.01%
449,049
+110,557
2768
$1.95M ﹤0.01%
52,162
+689
2769
$1.95M ﹤0.01%
67,126
-132
2770
$1.95M ﹤0.01%
183,761
+9,429
2771
$1.94M ﹤0.01%
143,736
+4,467
2772
$1.94M ﹤0.01%
14,081
+3,946
2773
$1.94M ﹤0.01%
153,070
-407,354
2774
$1.93M ﹤0.01%
78,875
+6,345
2775
$1.92M ﹤0.01%
18,870
-625