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
2801
$1.17M ﹤0.01%
24,570
-929
2802
$1.17M ﹤0.01%
61,750
+1,468
2803
$1.17M ﹤0.01%
28,178
-1,028,253
2804
$1.17M ﹤0.01%
31,170
+5,670
2805
$1.17M ﹤0.01%
+90,394
2806
$1.17M ﹤0.01%
130,650
+157
2807
$1.17M ﹤0.01%
93,561
-17,255
2808
$1.16M ﹤0.01%
45,292
-7,340
2809
$1.16M ﹤0.01%
125,660
+3,439
2810
$1.16M ﹤0.01%
225,074
-357,477
2811
$1.15M ﹤0.01%
21,878
+2,000
2812
$1.15M ﹤0.01%
72,831
-1,552
2813
$1.15M ﹤0.01%
77,299
-76,003
2814
$1.14M ﹤0.01%
77,829
-189
2815
$1.14M ﹤0.01%
188,848
+3,785
2816
$1.14M ﹤0.01%
81,532
-66,132
2817
$1.14M ﹤0.01%
53,223
+28,415
2818
$1.14M ﹤0.01%
83,056
-5,604
2819
$1.14M ﹤0.01%
19,940
-108
2820
$1.14M ﹤0.01%
171,922
-69,455
2821
$1.13M ﹤0.01%
68,704
-6,098
2822
$1.13M ﹤0.01%
70,020
+8,595
2823
$1.13M ﹤0.01%
+44,457
2824
$1.13M ﹤0.01%
118,834
+51,084
2825
$1.13M ﹤0.01%
7,531
+48