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
$252B
AUM Growth
+$21.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,506
New
Increased
Reduced
Closed

Top Buys

1 +$393M
2 +$272M
3 +$246M
4
CSCO icon
Cisco
CSCO
+$196M
5
TRIP icon
TripAdvisor
TRIP
+$178M

Top Sells

1 +$678M
2 +$412M
3 +$388M
4
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$307M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$289M

Sector Composition

1 Technology 16.74%
2 Financials 12.04%
3 Healthcare 11.89%
4 Communication Services 9.42%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$253K ﹤0.01%
5,620
-560
3502
$253K ﹤0.01%
9,416
-2,935
3503
$252K ﹤0.01%
1,919
-24
3504
$252K ﹤0.01%
10,199
+1,287
3505
$251K ﹤0.01%
5,598
+3,398
3506
$250K ﹤0.01%
13,406
+1,709
3507
$250K ﹤0.01%
845
+110
3508
$250K ﹤0.01%
+6,675
3509
$250K ﹤0.01%
6,726
+859
3510
$248K ﹤0.01%
13,900
+2,801
3511
$246K ﹤0.01%
6,030
+433
3512
$245K ﹤0.01%
11,483
+4,151
3513
$245K ﹤0.01%
17,654
+1,547
3514
$244K ﹤0.01%
39,704
+2,856
3515
$243K ﹤0.01%
9,727
+5,342
3516
$243K ﹤0.01%
52,373
+5,558
3517
$243K ﹤0.01%
8,252
3518
$242K ﹤0.01%
10
+1
3519
$242K ﹤0.01%
13,251
+1,766
3520
$242K ﹤0.01%
2,062
+262
3521
$240K ﹤0.01%
15,000
3522
$240K ﹤0.01%
21,112
+12,850
3523
$236K ﹤0.01%
19,458
-7,087
3524
$235K ﹤0.01%
1,809
+112
3525
$235K ﹤0.01%
18,218
-1,811