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
1251
$35M 0.01%
187,369
+51,055
1252
$34.8M 0.01%
179,900
+20,270
1253
$34.8M 0.01%
2,703,054
+118,694
1254
$34.7M 0.01%
5,807,399
-576,624
1255
$34.6M 0.01%
680,492
-106,172
1256
$34.5M 0.01%
60,884
-604,076
1257
$34.4M 0.01%
580,249
-11,344
1258
$34.4M 0.01%
1,490,830
+208,173
1259
$34.3M 0.01%
753,707
-3,333
1260
$34.3M 0.01%
424,013
+52,662
1261
$34.3M 0.01%
791,358
-96,115
1262
$34.2M 0.01%
127,979
+30,149
1263
$34.1M 0.01%
1,062,021
+400,443
1264
$34M 0.01%
2,184,015
+456,491
1265
$33.8M 0.01%
220,873
+9,329
1266
$33.7M 0.01%
928,857
+171,790
1267
$33.6M 0.01%
542,875
-24,112
1268
$33.6M 0.01%
1,510,715
-103,672
1269
$33.6M 0.01%
212,766
-19,799
1270
$33.6M 0.01%
1,278,329
-161,580
1271
$33.5M 0.01%
780,187
-45,167
1272
$33.4M 0.01%
263,705
-95,856
1273
$33.3M 0.01%
260,249
-5,685
1274
$33.3M 0.01%
858,543
+179,141
1275
$33.3M 0.01%
4,214,056
+57,354