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
1276
$13.7M 0.01%
6,993
+2,299
1277
$13.7M 0.01%
364,380
+1,508
1278
$13.7M 0.01%
230,700
-9,747
1279
$13.7M 0.01%
78,601
+4,533
1280
$13.7M 0.01%
337,249
+291,686
1281
$13.6M 0.01%
440,604
+75,948
1282
$13.6M 0.01%
424,341
-96,101
1283
$13.6M 0.01%
408,892
+345,987
1284
$13.5M 0.01%
117,375
-2,507,457
1285
$13.5M 0.01%
183,038
+124,850
1286
$13.5M 0.01%
184,338
+19,362
1287
$13.5M 0.01%
538,716
+538,144
1288
$13.5M 0.01%
444,160
-1,476,638
1289
$13.4M 0.01%
197,487
+29,556
1290
$13.4M 0.01%
232,497
+14,337
1291
$13.3M 0.01%
607,400
+600,911
1292
$13.3M 0.01%
281,473
-212,069
1293
$13.3M 0.01%
469,945
-2,861
1294
$13.3M 0.01%
208,429
+13,289
1295
$13.2M 0.01%
486,052
+40,068
1296
$13.2M 0.01%
478,884
+10,976
1297
$13.1M 0.01%
129,756
-7,387
1298
$13.1M 0.01%
577,066
+74,809
1299
$13M 0.01%
1,447,289
+256,185
1300
$12.9M 0.01%
540,523
+83,764