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
3276
$533K ﹤0.01%
16,182
+1,336
3277
$533K ﹤0.01%
17,459
+520
3278
$532K ﹤0.01%
47,269
+4,113
3279
$531K ﹤0.01%
42,441
-28,665
3280
$531K ﹤0.01%
24,214
+5,907
3281
$530K ﹤0.01%
21,686
+12,125
3282
$529K ﹤0.01%
80,231
+31,449
3283
$528K ﹤0.01%
+10,196
3284
$528K ﹤0.01%
9,193
-663
3285
$527K ﹤0.01%
131,490
+27,432
3286
$525K ﹤0.01%
23,482
-5,416
3287
$525K ﹤0.01%
34,899
-2,650
3288
$524K ﹤0.01%
29,349
+201
3289
$523K ﹤0.01%
60,919
+202
3290
$521K ﹤0.01%
20,083
+1,330
3291
$521K ﹤0.01%
52,878
-4,734
3292
$521K ﹤0.01%
20,492
-748
3293
$519K ﹤0.01%
87,573
-738
3294
$517K ﹤0.01%
23,724
-40,191
3295
$516K ﹤0.01%
366,191
+16,245
3296
$516K ﹤0.01%
26,799
-7,465
3297
$513K ﹤0.01%
20,951
+323
3298
$512K ﹤0.01%
82,779
-693
3299
$511K ﹤0.01%
16,035
-2,614
3300
$510K ﹤0.01%
+34,708