Invesco

Invesco Portfolio holdings

AUM $588B
1-Year Est. Return 25.92%
 

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
+25.92%
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
26
$1.06B 0.49%
+9,414,751
27
$988M 0.46%
+15,082,308
28
$986M 0.46%
+12,800,504
29
$968M 0.45%
+10,233,749
30
$929M 0.43%
+24,639,440
31
$925M 0.43%
+12,691,449
32
$923M 0.43%
+15,776,808
33
$906M 0.42%
+36,421,901
34
$895M 0.42%
+65,357,943
35
$890M 0.41%
+14,409,279
36
$885M 0.41%
+13,199,742
37
$879M 0.41%
+11,078,092
38
$863M 0.4%
+1,044,070
39
$840M 0.39%
+28,667,911
40
$797M 0.37%
+32,641,513
41
$793M 0.37%
+7,518,065
42
$793M 0.37%
+5,875,846
43
$792M 0.37%
+35,234,484
44
$770M 0.36%
+9,410,964
45
$764M 0.36%
+8,885,781
46
$762M 0.36%
+12,598,310
47
$756M 0.35%
+22,681,334
48
$748M 0.35%
+50,127,915
49
$738M 0.34%
+18,487,947
50
$735M 0.34%
+51,947,941
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