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
1426
$11.6M ﹤0.01%
240,877
+36,153
1427
$11.6M ﹤0.01%
461,398
+12,838
1428
$11.6M ﹤0.01%
587,932
+467,354
1429
$11.6M ﹤0.01%
180,899
-81,445
1430
$11.5M ﹤0.01%
1,243,808
+147,178
1431
$11.5M ﹤0.01%
663,512
+33,397
1432
$11.5M ﹤0.01%
260,456
+713
1433
$11.5M ﹤0.01%
128,671
+194
1434
$11.4M ﹤0.01%
400,795
+205,896
1435
$11.4M ﹤0.01%
415,842
+54,847
1436
$11.4M ﹤0.01%
962,524
-261,747
1437
$11.4M ﹤0.01%
269,705
+103,906
1438
$11.4M ﹤0.01%
231,519
+81
1439
$11.4M ﹤0.01%
756,387
+492,906
1440
$11.3M ﹤0.01%
501,673
+90,560
1441
$11.3M ﹤0.01%
148,213
-12,424
1442
$11.3M ﹤0.01%
273,992
+174,476
1443
$11.3M ﹤0.01%
200,294
-53,051
1444
$11.3M ﹤0.01%
500,003
+81,819
1445
$11.2M ﹤0.01%
730,776
-432,414
1446
$11.2M ﹤0.01%
389,211
+27,472
1447
$11.2M ﹤0.01%
819,237
+332,026
1448
$11.2M ﹤0.01%
269,369
+10,259
1449
$11.2M ﹤0.01%
312,624
+7,738
1450
$11.2M ﹤0.01%
273,600
-1,100