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
626
$71.7M 0.03%
2,570,490
-24,544
627
$71.6M 0.03%
682,956
+6,712
628
$71.5M 0.03%
963,311
+4,014
629
$71.1M 0.03%
650,501
-1,725
630
$70.8M 0.03%
1,657,643
+198,681
631
$70.7M 0.03%
4,584,539
+627,805
632
$70.5M 0.03%
3,221,905
+267,224
633
$70.4M 0.03%
3,014,175
+67,682
634
$70.4M 0.03%
2,931,469
-340,674
635
$70.3M 0.03%
1,074,271
+124,449
636
$70.2M 0.03%
2,882,694
+299,106
637
$70M 0.03%
1,327,684
+242,254
638
$70M 0.03%
436,947
+39,451
639
$69.6M 0.03%
13,672,527
+326,606
640
$69.3M 0.03%
1,297,931
+781
641
$69.2M 0.03%
1,314,716
+10,753
642
$69M 0.03%
2,469,063
-301,164
643
$68.7M 0.03%
4,545,559
-313,989
644
$68.7M 0.03%
1,109,653
-110,285
645
$68.6M 0.03%
921,973
+5,252
646
$68.4M 0.03%
2,891,836
+632,580
647
$68.4M 0.03%
3,433,513
+136,027
648
$68.2M 0.03%
869,066
+13,276
649
$68M 0.03%
818,150
+30,723
650
$67.8M 0.03%
524,540