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
$271B
AUM Growth
-$50.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,768
New
Increased
Reduced
Closed

Top Buys

1 +$279M
2 +$254M
3 +$232M
4
APC
Anadarko Petroleum
APC
+$164M
5
MCK icon
McKesson
MCK
+$161M

Top Sells

1 +$1.63B
2 +$519M
3 +$469M
4
CCL icon
Carnival Corp
CCL
+$307M
5
TWX
Time Warner Inc
TWX
+$290M

Sector Composition

1 Technology 16.29%
2 Financials 15.19%
3 Healthcare 11.76%
4 Communication Services 9.96%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1276
$15.8M 0.01%
454,101
-27,423
1277
$15.8M 0.01%
480,035
-145,985
1278
$15.8M 0.01%
150,445
+4,523
1279
$15.7M 0.01%
589,236
+13,664
1280
$15.7M 0.01%
202,389
+18,817
1281
$15.7M 0.01%
205,369
+6,681
1282
$15.6M 0.01%
954,420
+33,538
1283
$15.6M 0.01%
241,865
-24,271
1284
$15.6M 0.01%
2,720,028
-815,760
1285
$15.6M 0.01%
1,148,940
-20,019
1286
$15.5M 0.01%
281,000
+2,000
1287
$15.5M 0.01%
995,273
+58,319
1288
$15.3M 0.01%
512,464
-27,584
1289
$15.3M 0.01%
123,147
-35,699
1290
$15.3M 0.01%
166,584
+20,416
1291
$15.3M 0.01%
217,274
+9,187
1292
$15.3M 0.01%
1,171,341
+62,360
1293
$15.2M 0.01%
221,639
-13,635
1294
$15.2M 0.01%
361,119
+262,039
1295
$15.2M 0.01%
263,646
+1,509
1296
$15.2M 0.01%
1,157,420
+203,631
1297
$15.1M 0.01%
1,784,022
+42,150
1298
$15.1M 0.01%
585,197
-24,403
1299
$15.1M 0.01%
677,977
+81,270
1300
$15.1M 0.01%
218,601
-2,813