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
1526
$22M 0.01%
1,327,391
+483,623
1527
$22M 0.01%
494,461
+74,816
1528
$22M 0.01%
1,020,843
+77,518
1529
$21.9M 0.01%
464,363
-67,103
1530
$21.9M 0.01%
371,400
+17,810
1531
$21.9M 0.01%
204,471
-6,328
1532
$21.8M 0.01%
1,079,400
-385,200
1533
$21.8M 0.01%
719,571
-22,372
1534
$21.8M 0.01%
775,601
+168,966
1535
$21.8M 0.01%
471,247
-102,235
1536
$21.7M 0.01%
239,458
+120,049
1537
$21.7M 0.01%
2,557,408
+681,389
1538
$21.7M 0.01%
301,558
+43,188
1539
$21.6M 0.01%
913,680
+776,549
1540
$21.6M 0.01%
237,440
+5,407
1541
$21.5M 0.01%
216,190
-81,162
1542
$21.5M 0.01%
510,555
+94,998
1543
$21.4M 0.01%
536,178
+354,108
1544
$21.4M 0.01%
571,930
-139,569
1545
$21.3M 0.01%
707,902
-108,079
1546
$21.3M 0.01%
521,634
+8,660
1547
$21.3M 0.01%
421,129
+106,330
1548
$21.3M 0.01%
+500,000
1549
$21.2M 0.01%
1,084,503
+86,867
1550
$21.2M 0.01%
279,370
-771,447