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
3351
$279K ﹤0.01%
29,181
+1,982
3352
$278K ﹤0.01%
+4,922
3353
$278K ﹤0.01%
+26,201
3354
$277K ﹤0.01%
2,319
+132
3355
$276K ﹤0.01%
17,710
+1,364
3356
$276K ﹤0.01%
45,869
+3,096
3357
$276K ﹤0.01%
18,754
+1,928
3358
$274K ﹤0.01%
11,626
-188
3359
$274K ﹤0.01%
101,757
+994
3360
$273K ﹤0.01%
33,265
+2,218
3361
$272K ﹤0.01%
4,216
+6
3362
$271K ﹤0.01%
4,631
+258
3363
$270K ﹤0.01%
11,313
+199
3364
$270K ﹤0.01%
16,099
-532
3365
$270K ﹤0.01%
+15,590
3366
$269K ﹤0.01%
5,129
+623
3367
$269K ﹤0.01%
+12,857
3368
$268K ﹤0.01%
9,720
-5,628
3369
$266K ﹤0.01%
+8,934
3370
$266K ﹤0.01%
21,729
+505
3371
$262K ﹤0.01%
33,173
-17,464
3372
$261K ﹤0.01%
16,840
+924
3373
$260K ﹤0.01%
3,874
+218
3374
$258K ﹤0.01%
7,844
+363
3375
$258K ﹤0.01%
3,147
+358