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
1226
$36.6M 0.01%
973,193
-70,297
1227
$36.5M 0.01%
1,105,018
-233,172
1228
$36.4M 0.01%
212,270
+84,962
1229
$36.3M 0.01%
1,073,980
-60,276
1230
$36.3M 0.01%
219,831
-22,543
1231
$36.3M 0.01%
6,394,442
+1,606,857
1232
$36.2M 0.01%
1,590,380
-152,367
1233
$36.1M 0.01%
144,064
-449
1234
$36M 0.01%
261,726
-69,779
1235
$36M 0.01%
1,660,224
+640,560
1236
$35.9M 0.01%
1,058,799
+520,903
1237
$35.9M 0.01%
622,608
+166,442
1238
$35.9M 0.01%
817,895
+340,356
1239
$35.8M 0.01%
3,892,508
+11,143
1240
$35.7M 0.01%
383,512
+3,014
1241
$35.6M 0.01%
904,637
-65,198
1242
$35.6M 0.01%
618,019
+173,508
1243
$35.5M 0.01%
1,776,804
1244
$35.5M 0.01%
743,826
-119,029
1245
$35.4M 0.01%
454,534
-2,746
1246
$35.4M 0.01%
1,911,443
+820,163
1247
$35.2M 0.01%
603,395
+571,226
1248
$35.2M 0.01%
127,568
+25,619
1249
$35.1M 0.01%
281,666
+58,500
1250
$35M 0.01%
851,248
-84,291