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
1501
$9.96M ﹤0.01%
329,530
+27,281
1502
$9.95M ﹤0.01%
321,750
+161,579
1503
$9.93M ﹤0.01%
417,392
-26,637
1504
$9.9M ﹤0.01%
159,871
+6,978
1505
$9.88M ﹤0.01%
1,154,187
+487,898
1506
$9.86M ﹤0.01%
302,813
+5,191
1507
$9.85M ﹤0.01%
721,232
+579,157
1508
$9.84M ﹤0.01%
155,900
-12,095
1509
$9.82M ﹤0.01%
130,075
-254
1510
$9.8M ﹤0.01%
152,299
+10,666
1511
$9.79M ﹤0.01%
170,787
+1,777
1512
$9.75M ﹤0.01%
311,765
-23,222
1513
$9.73M ﹤0.01%
330,425
+195,295
1514
$9.73M ﹤0.01%
204,350
-12,573
1515
$9.7M ﹤0.01%
110,170
+9,809
1516
$9.7M ﹤0.01%
336,534
+151,599
1517
$9.69M ﹤0.01%
421,062
-797,956
1518
$9.69M ﹤0.01%
560,515
-970
1519
$9.68M ﹤0.01%
92,547
+7,008
1520
$9.67M ﹤0.01%
567,220
-561,510
1521
$9.66M ﹤0.01%
302,312
-129,800
1522
$9.65M ﹤0.01%
1,531,198
-111,251
1523
$9.63M ﹤0.01%
861,334
+682,580
1524
$9.6M ﹤0.01%
226,714
-12,266
1525
$9.58M ﹤0.01%
622,369
-2,716,380