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
3226
$447K ﹤0.01%
7,420
-15,174
3227
$446K ﹤0.01%
8,624
+242
3228
$443K ﹤0.01%
34,258
+8,477
3229
$441K ﹤0.01%
13,927
-606
3230
$437K ﹤0.01%
11,328
+307
3231
$437K ﹤0.01%
7,965
-16,853
3232
$436K ﹤0.01%
11,353
-521
3233
$434K ﹤0.01%
39,825
+842
3234
$432K ﹤0.01%
28,803
+13,067
3235
$431K ﹤0.01%
26,127
-2,851
3236
$431K ﹤0.01%
26,973
+1,521
3237
$427K ﹤0.01%
17,079
-53,009
3238
$425K ﹤0.01%
26,903
-1,351
3239
$424K ﹤0.01%
31,996
-32,635
3240
$424K ﹤0.01%
5,737
+249
3241
$423K ﹤0.01%
22,017
+942
3242
$422K ﹤0.01%
8,944
+4,779
3243
$422K ﹤0.01%
14,993
+274
3244
$421K ﹤0.01%
12,595
-4,751
3245
$418K ﹤0.01%
35,502
+1,956
3246
$417K ﹤0.01%
8,224
-941
3247
$415K ﹤0.01%
23,515
+1,362
3248
$412K ﹤0.01%
91,788
+1,347
3249
$411K ﹤0.01%
7,025
+422
3250
$406K ﹤0.01%
5,342
+105