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
3426
$372K ﹤0.01%
+3,233
3427
$371K ﹤0.01%
25,352
-216
3428
$370K ﹤0.01%
42,008
-321
3429
$369K ﹤0.01%
16,663
+1,359
3430
$368K ﹤0.01%
1,082
-15,405
3431
$367K ﹤0.01%
25,279
-12,081
3432
$366K ﹤0.01%
24,700
+45
3433
$365K ﹤0.01%
+7,784
3434
$363K ﹤0.01%
24,428
+9,282
3435
$362K ﹤0.01%
85,815
-9,121
3436
$362K ﹤0.01%
54,858
+25,656
3437
$360K ﹤0.01%
46,191
+11,209
3438
$358K ﹤0.01%
+13,484
3439
$358K ﹤0.01%
86,114
-9,103
3440
$356K ﹤0.01%
60,441
+9,113
3441
$356K ﹤0.01%
+7,001
3442
$354K ﹤0.01%
+22,396
3443
$353K ﹤0.01%
58,913
-127,225
3444
$352K ﹤0.01%
7,120
-3,610
3445
$350K ﹤0.01%
19,916
-887,118
3446
$346K ﹤0.01%
+4,164
3447
$346K ﹤0.01%
12,524
-11,751
3448
$345K ﹤0.01%
19,841
-151
3449
$344K ﹤0.01%
10,093
+187
3450
$343K ﹤0.01%
71,956
-7,909