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
4026
$5K ﹤0.01%
+469
4027
$5K ﹤0.01%
+597
4028
$5K ﹤0.01%
+109
4029
$5K ﹤0.01%
+211
4030
$5K ﹤0.01%
+4,899
4031
$5K ﹤0.01%
+659
4032
$5K ﹤0.01%
+196
4033
$4K ﹤0.01%
+200
4034
0
4035
$4K ﹤0.01%
+1,000
4036
$4K ﹤0.01%
+119
4037
$4K ﹤0.01%
+89
4038
$4K ﹤0.01%
+66
4039
$4K ﹤0.01%
+531
4040
$4K ﹤0.01%
+342
4041
$4K ﹤0.01%
+500
4042
$4K ﹤0.01%
+136
4043
$4K ﹤0.01%
+371
4044
$4K ﹤0.01%
+300
4045
$4K ﹤0.01%
+341
4046
$3K ﹤0.01%
+66
4047
$3K ﹤0.01%
+248
4048
$3K ﹤0.01%
+200
4049
$3K ﹤0.01%
+196
4050
0