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
1576
$7.76M ﹤0.01%
465,931
+180,721
1577
$7.75M ﹤0.01%
63,529
-9,636
1578
$7.75M ﹤0.01%
246,632
+2,664
1579
$7.74M ﹤0.01%
653,544
-45,707
1580
$7.73M ﹤0.01%
660,517
-83,525
1581
$7.72M ﹤0.01%
+181,808
1582
$7.69M ﹤0.01%
361,694
+110,174
1583
$7.65M ﹤0.01%
83,268
+23,475
1584
$7.65M ﹤0.01%
87,382
-4,829
1585
$7.62M ﹤0.01%
607,339
+79,104
1586
$7.6M ﹤0.01%
814,056
+423,110
1587
$7.58M ﹤0.01%
149,554
-12,723
1588
$7.57M ﹤0.01%
321,731
-994,540
1589
$7.5M ﹤0.01%
150,421
+14,337
1590
$7.5M ﹤0.01%
698,150
+83,207
1591
$7.49M ﹤0.01%
260,239
+110,239
1592
$7.46M ﹤0.01%
102,058
+32,394
1593
$7.45M ﹤0.01%
420,693
+91,793
1594
$7.42M ﹤0.01%
174,130
-704,907
1595
$7.41M ﹤0.01%
252,014
+76,686
1596
$7.39M ﹤0.01%
50,340
-13,391
1597
$7.39M ﹤0.01%
149,355
-9,602
1598
$7.38M ﹤0.01%
334,234
+34,088
1599
$7.38M ﹤0.01%
139,170
+21,017
1600
$7.36M ﹤0.01%
310,122
+84,945