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
3776
$85K ﹤0.01%
+8,234
3777
$85K ﹤0.01%
+340
3778
$85K ﹤0.01%
+4,062
3779
$84K ﹤0.01%
+429
3780
$84K ﹤0.01%
+7,819
3781
$83K ﹤0.01%
+2,709
3782
$83K ﹤0.01%
+22,150
3783
$83K ﹤0.01%
+13,480
3784
$82K ﹤0.01%
+18,766
3785
$81K ﹤0.01%
+8,072
3786
$81K ﹤0.01%
+900
3787
$80K ﹤0.01%
+15,764
3788
$80K ﹤0.01%
+1,500
3789
$80K ﹤0.01%
+57,309
3790
$79K ﹤0.01%
+1,840
3791
$79K ﹤0.01%
+700
3792
$78K ﹤0.01%
+22,651
3793
$77K ﹤0.01%
+21,320
3794
$77K ﹤0.01%
+4,094
3795
$76K ﹤0.01%
+7,400
3796
$76K ﹤0.01%
+800
3797
$75K ﹤0.01%
+2,500
3798
$74K ﹤0.01%
+14,870
3799
$73K ﹤0.01%
+27,685
3800
$72K ﹤0.01%
+18,246