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
2826
$1.68M ﹤0.01%
136,997
+84,697
2827
$1.68M ﹤0.01%
39,623
+11,041
2828
$1.67M ﹤0.01%
119,660
-6,379
2829
$1.67M ﹤0.01%
139,536
+11,479
2830
$1.67M ﹤0.01%
22,839
+1,802
2831
$1.67M ﹤0.01%
93,502
+13,512
2832
$1.66M ﹤0.01%
32,199
+571
2833
$1.66M ﹤0.01%
35,851
+5,539
2834
$1.66M ﹤0.01%
189,056
+8,617
2835
$1.65M ﹤0.01%
89,485
+3,247
2836
$1.64M ﹤0.01%
21,062
-212,088
2837
$1.64M ﹤0.01%
45,670
+16,703
2838
$1.64M ﹤0.01%
67,832
+6,839
2839
$1.63M ﹤0.01%
38,373
+3,484
2840
$1.63M ﹤0.01%
80,404
+5,452
2841
$1.61M ﹤0.01%
158,283
+19,129
2842
$1.61M ﹤0.01%
78,822
+7,491
2843
$1.6M ﹤0.01%
49,090
-15,456
2844
$1.59M ﹤0.01%
87,160
+14,725
2845
$1.59M ﹤0.01%
+25,631
2846
$1.59M ﹤0.01%
61,947
+43,955
2847
$1.59M ﹤0.01%
+104,617
2848
$1.58M ﹤0.01%
34,739
+5,075
2849
$1.58M ﹤0.01%
325,219
+5,837
2850
$1.56M ﹤0.01%
52,123
-17,676