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
$406B
AUM Growth
+$32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,130
New
Increased
Reduced
Closed

Top Buys

1 +$985M
2 +$517M
3 +$445M
4
CMCSA icon
Comcast
CMCSA
+$428M
5
CSCO icon
Cisco
CSCO
+$363M

Top Sells

1 +$1.03B
2 +$458M
3 +$385M
4
PPL icon
PPL Corp
PPL
+$376M
5
AMC icon
AMC Entertainment Holdings
AMC
+$342M

Sector Composition

1 Technology 19.34%
2 Consumer Discretionary 13.32%
3 Financials 12.97%
4 Healthcare 11.95%
5 Industrials 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$46.6M 0.01%
656,240
-182,592
1102
$46.5M 0.01%
721,326
+254,959
1103
$46.5M 0.01%
668,302
-28,166
1104
$46.2M 0.01%
528,117
-4,261
1105
$46.1M 0.01%
867,850
-22,569
1106
$46.1M 0.01%
937,968
-139,254
1107
$45.9M 0.01%
352,041
+4,130
1108
$45.8M 0.01%
471,821
-21,507
1109
$45.8M 0.01%
900,441
+118,563
1110
$45.4M 0.01%
2,348,853
+115,843
1111
$45.4M 0.01%
1,404,612
+1,026,365
1112
$45.3M 0.01%
2,437,443
+449,598
1113
$45.2M 0.01%
866,744
-95,356
1114
$44.7M 0.01%
1,206,211
-33,559
1115
$44.7M 0.01%
1,194,442
+200,307
1116
$44.6M 0.01%
37,607
-15,909
1117
$44.6M 0.01%
1,282,127
+103,562
1118
$44.5M 0.01%
445,188
+44,536
1119
$44.5M 0.01%
1,203,270
+268,989
1120
$44.4M 0.01%
2,724,346
+5,301
1121
$44.3M 0.01%
1,412,778
-47,526
1122
$43.8M 0.01%
1,004,819
-19,940
1123
$43.7M 0.01%
598,863
+306,701
1124
$43.7M 0.01%
733,027
+71,889
1125
$43.7M 0.01%
+558,806