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
1326
$12.2M ﹤0.01%
425,549
+378,265
1327
$12.2M ﹤0.01%
65,624
-1,190
1328
$12.1M ﹤0.01%
164,116
+7,850
1329
$12.1M ﹤0.01%
1,283,182
+12,324
1330
$12.1M ﹤0.01%
+486,130
1331
$12M ﹤0.01%
350,154
-24,196
1332
$12M ﹤0.01%
70,513
+25,307
1333
$12M ﹤0.01%
497,580
-105,140
1334
$11.9M ﹤0.01%
171,046
-15,225
1335
$11.9M ﹤0.01%
+17,067
1336
$11.9M ﹤0.01%
340,719
+92,878
1337
$11.9M ﹤0.01%
192,180
-543,510
1338
$11.9M ﹤0.01%
421,550
+1,838
1339
$11.9M ﹤0.01%
235,285
+48,154
1340
$11.9M ﹤0.01%
+700,000
1341
$11.9M ﹤0.01%
2,135,991
+1,270,864
1342
$11.8M ﹤0.01%
561,267
+172,953
1343
$11.8M ﹤0.01%
260,073
-148,602
1344
$11.8M ﹤0.01%
331,493
-39,381
1345
$11.8M ﹤0.01%
43,169
-6,119
1346
$11.8M ﹤0.01%
512,295
+94,443
1347
$11.8M ﹤0.01%
143,292
-7,717
1348
$11.8M ﹤0.01%
266,095
-240,253
1349
$11.8M ﹤0.01%
140,584
+882
1350
$11.7M ﹤0.01%
52,832
+48,836