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
1326
$30.8M 0.01%
394,698
+6,297
1327
$30.6M 0.01%
1,181,913
-190,579
1328
$30.6M 0.01%
390,705
-45,765
1329
$30.5M 0.01%
1,728,395
-90,128
1330
$30.5M 0.01%
945,176
-127,244
1331
$30.4M 0.01%
378,638
+180,625
1332
$30.4M 0.01%
350,543
-96,977
1333
$30.3M 0.01%
570,966
-50,848
1334
$30.3M 0.01%
344,116
-2,637
1335
$30.2M 0.01%
2,251,916
-216,963
1336
$30.2M 0.01%
1,056,022
+192,743
1337
$30.2M 0.01%
991,029
+68,195
1338
$30.1M 0.01%
896,264
+195,353
1339
$30.1M 0.01%
383,565
+356,912
1340
$30M 0.01%
384,345
+142,729
1341
$30M 0.01%
1,610,600
-297,000
1342
$30M 0.01%
1,996,122
+48,210
1343
$30M 0.01%
2,203,671
-1,629,371
1344
$30M 0.01%
300,087
-49,096
1345
$29.9M 0.01%
308,372
+6,212
1346
$29.9M 0.01%
5,236,988
+232,032
1347
$29.9M 0.01%
402,239
+126,052
1348
$29.9M 0.01%
841,259
+95,761
1349
$29.8M 0.01%
1,215,482
+1,116,925
1350
$29.7M 0.01%
780,549
+325,063