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
3026
$993K ﹤0.01%
29,588
+10,064
3027
$991K ﹤0.01%
43,587
+3,711
3028
$990K ﹤0.01%
22,847
+3,111
3029
$972K ﹤0.01%
33,027
+5,372
3030
$971K ﹤0.01%
2,131
+271
3031
$963K ﹤0.01%
69,230
-33,747
3032
$955K ﹤0.01%
24,637
-824,361
3033
$954K ﹤0.01%
25,655
+1,476
3034
$952K ﹤0.01%
476,587
-676
3035
$949K ﹤0.01%
15,173
-111,946
3036
$947K ﹤0.01%
39,361
+10,816
3037
$947K ﹤0.01%
24,516
+3,022
3038
$943K ﹤0.01%
231,713
-404,643
3039
$942K ﹤0.01%
13,393
+704
3040
$942K ﹤0.01%
97,201
+34,463
3041
$936K ﹤0.01%
16,671
-8,589
3042
$934K ﹤0.01%
212
-6,775
3043
$933K ﹤0.01%
76,124
-19,573
3044
$930K ﹤0.01%
53,867
+11,583
3045
$929K ﹤0.01%
54,481
+3,917
3046
$928K ﹤0.01%
6,572
+1,964
3047
$927K ﹤0.01%
36,166
-306
3048
$925K ﹤0.01%
37,705
+18,795
3049
$924K ﹤0.01%
30,403
+3,927
3050
$922K ﹤0.01%
58,143
-28,707