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
$215B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,296
New
Increased
Reduced
Closed

Top Buys

1 +$5.22B
2 +$4.9B
3 +$3.52B
4
JPM icon
JPMorgan Chase
JPM
+$2.25B
5
CSCO icon
Cisco
CSCO
+$2.24B

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.6%
2 Financials 12.09%
3 Healthcare 11.75%
4 Real Estate 8.89%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$135M 0.06%
+2,651,964
352
$134M 0.06%
+2,946,247
353
$134M 0.06%
+6,751,326
354
$133M 0.06%
+5,929,439
355
$133M 0.06%
+8,864,248
356
$132M 0.06%
+2,489,738
357
$131M 0.06%
+12,926,916
358
$130M 0.06%
+1,885,502
359
$130M 0.06%
+14,151,289
360
$129M 0.06%
+1,494,322
361
$129M 0.06%
+7,044,680
362
$128M 0.06%
+6,693,553
363
$128M 0.06%
+5,651,447
364
$128M 0.06%
+5,588,601
365
$127M 0.06%
+3,643,403
366
$126M 0.06%
+2,784,036
367
$124M 0.06%
+21,323,765
368
$124M 0.06%
+8,666,529
369
$124M 0.06%
+3,438,130
370
$123M 0.06%
+2,472,745
371
$123M 0.06%
+479,911
372
$123M 0.06%
+4,271,833
373
$123M 0.06%
+2,085,207
374
$121M 0.06%
+1,930,903
375
$121M 0.06%
+2,800,578