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
3226
$597K ﹤0.01%
20,738
+2,796
3227
$596K ﹤0.01%
47,769
-62
3228
$595K ﹤0.01%
12,849
+3,775
3229
$595K ﹤0.01%
20,309
+4,540
3230
$592K ﹤0.01%
46,060
-16,714
3231
$592K ﹤0.01%
43,852
-4,074
3232
$587K ﹤0.01%
39,743
-1,347,424
3233
$585K ﹤0.01%
27,993
+1,461
3234
$582K ﹤0.01%
14,820
-279,821
3235
$581K ﹤0.01%
+27,257
3236
$580K ﹤0.01%
25,514
+4,559
3237
$580K ﹤0.01%
8,558
-1,140
3238
$579K ﹤0.01%
123,729
+35,854
3239
$579K ﹤0.01%
9,350
+1,824
3240
$576K ﹤0.01%
33,341
+15,449
3241
$576K ﹤0.01%
12,036
-431,091
3242
$575K ﹤0.01%
40,257
+29,535
3243
$573K ﹤0.01%
14,081
-1,994
3244
$571K ﹤0.01%
17,905
-217
3245
$571K ﹤0.01%
17,930
-52,731
3246
$569K ﹤0.01%
98,984
-828
3247
$569K ﹤0.01%
32,900
+7,412
3248
$568K ﹤0.01%
111,350
-936
3249
$566K ﹤0.01%
191,895
+9,568
3250
$560K ﹤0.01%
54,874
+3,509