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
3201
$635K ﹤0.01%
33,972
-154,545
3202
$633K ﹤0.01%
+2,610
3203
$633K ﹤0.01%
31,577
+896
3204
$633K ﹤0.01%
189,951
-57,071
3205
$632K ﹤0.01%
116,557
-20,511
3206
$629K ﹤0.01%
23,045
+2,618
3207
$626K ﹤0.01%
22,581
-27,027
3208
$625K ﹤0.01%
8,073
-8,327
3209
$623K ﹤0.01%
1,449
-474
3210
$621K ﹤0.01%
113,916
-1,332,504
3211
$621K ﹤0.01%
7,482
+177
3212
$617K ﹤0.01%
+26,387
3213
$615K ﹤0.01%
35,529
-297
3214
$612K ﹤0.01%
13,372
+2,103
3215
$612K ﹤0.01%
17,367
+4,690
3216
$611K ﹤0.01%
12,632
-1,006
3217
$611K ﹤0.01%
23,752
+752
3218
$610K ﹤0.01%
26,932
+11,370
3219
$610K ﹤0.01%
+7,943
3220
$609K ﹤0.01%
80,400
-52,261
3221
$608K ﹤0.01%
42,358
-82,954
3222
$607K ﹤0.01%
3,614
+69
3223
$604K ﹤0.01%
14,486
-2,694
3224
$601K ﹤0.01%
54,869
+153
3225
$599K ﹤0.01%
45,317
-378