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
3126
$789K ﹤0.01%
84,638
+20,719
3127
$787K ﹤0.01%
17,204
+827
3128
$786K ﹤0.01%
65,728
-28,713
3129
$784K ﹤0.01%
61,500
+12,201
3130
$780K ﹤0.01%
214,030
-1,789
3131
$780K ﹤0.01%
7,015
+2,932
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$780K ﹤0.01%
29,670
-69,262
3133
$780K ﹤0.01%
117,897
-4,796
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$775K ﹤0.01%
54,256
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3135
$772K ﹤0.01%
19,066
+1,876
3136
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12,766
+2,388
3137
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17,813
-4,984
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33,817
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$765K ﹤0.01%
76,410
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$761K ﹤0.01%
63,154
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3141
$760K ﹤0.01%
29,555
-5,163
3142
$760K ﹤0.01%
113,194
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3143
$754K ﹤0.01%
84,788
-64,520
3144
$752K ﹤0.01%
25,325
+3,071
3145
$750K ﹤0.01%
23,622
+14,568
3146
$749K ﹤0.01%
209,772
+7,642
3147
$748K ﹤0.01%
46,159
+594
3148
$746K ﹤0.01%
2,532
+341
3149
$745K ﹤0.01%
1,917
+471
3150
$741K ﹤0.01%
8,216
-1,829