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
1476
$10.5M ﹤0.01%
634,249
+540,261
1477
$10.4M ﹤0.01%
1,544,028
+105,851
1478
$10.4M ﹤0.01%
367,164
-2,268
1479
$10.4M ﹤0.01%
87,255
-5,404
1480
$10.4M ﹤0.01%
170,426
+13,319
1481
$10.4M ﹤0.01%
106,368
+17,154
1482
$10.4M ﹤0.01%
1,071,490
-5,420
1483
$10.4M ﹤0.01%
85,200
+1,300
1484
$10.4M ﹤0.01%
280,150
-9,486
1485
$10.3M ﹤0.01%
273,643
+31,115
1486
$10.3M ﹤0.01%
433,401
+7,418
1487
$10.3M ﹤0.01%
888,811
+54,734
1488
$10.3M ﹤0.01%
98,491
+1,372
1489
$10.3M ﹤0.01%
743,004
+180,054
1490
$10.1M ﹤0.01%
613,773
+101,038
1491
$10.1M ﹤0.01%
40,259
+2,757
1492
$10.1M ﹤0.01%
253,946
+27,314
1493
$10.1M ﹤0.01%
306,224
-99,805
1494
$10.1M ﹤0.01%
1,090,800
1495
$10.1M ﹤0.01%
647,510
+21,661
1496
$10M ﹤0.01%
840,078
-7,046
1497
$10M ﹤0.01%
300,802
+109,777
1498
$9.97M ﹤0.01%
238,334
+179,844
1499
$9.97M ﹤0.01%
150,650
+31,188
1500
$9.96M ﹤0.01%
129,292
+58,133