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
1376
$10.7M ﹤0.01%
249,096
+41,618
1377
$10.7M ﹤0.01%
885,979
+31,692
1378
$10.7M ﹤0.01%
171,063
-23,416
1379
$10.7M ﹤0.01%
366,681
-31,875
1380
$10.7M ﹤0.01%
+550,000
1381
$10.7M ﹤0.01%
616,977
-303,442
1382
$10.6M ﹤0.01%
135,146
+123,293
1383
$10.6M ﹤0.01%
342,508
-542,891
1384
$10.5M ﹤0.01%
232,203
-231,209
1385
$10.5M ﹤0.01%
52,622
+46,043
1386
$10.5M ﹤0.01%
1,660,404
-3,620
1387
$10.5M ﹤0.01%
102,065
+16,685
1388
$10.5M ﹤0.01%
+1,426,974
1389
$10.5M ﹤0.01%
249,818
-1,158
1390
$10.4M ﹤0.01%
353,986
+17,888
1391
$10.4M ﹤0.01%
461,860
+168,294
1392
$10.4M ﹤0.01%
349,413
-41,721
1393
$10.4M ﹤0.01%
31,182
+2,169
1394
$10.4M ﹤0.01%
223,051
-4,642
1395
$10.3M ﹤0.01%
76,005
-14,693
1396
$10.3M ﹤0.01%
342,368
-35,060
1397
$10.3M ﹤0.01%
508,332
+502,442
1398
$10.3M ﹤0.01%
791,496
-61,373
1399
$10.3M ﹤0.01%
279,835
-1,495
1400
$10.3M ﹤0.01%
647,300
+594,666