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
1626
$8M ﹤0.01%
62,456
-237
1627
$7.96M ﹤0.01%
+331,547
1628
$7.96M ﹤0.01%
498,380
+73,579
1629
$7.96M ﹤0.01%
177,374
+976
1630
$7.94M ﹤0.01%
117,973
-37,577
1631
$7.92M ﹤0.01%
197,580
-15,630
1632
$7.92M ﹤0.01%
108,877
+33,128
1633
$7.92M ﹤0.01%
156,001
+3,303
1634
$7.92M ﹤0.01%
94,246
-47,301
1635
$7.9M ﹤0.01%
767,917
+71,266
1636
$7.88M ﹤0.01%
105,782
+886
1637
$7.88M ﹤0.01%
475,951
-6,083
1638
$7.86M ﹤0.01%
140,579
-17,008
1639
$7.8M ﹤0.01%
433,442
+192,382
1640
$7.77M ﹤0.01%
2,933,037
+81,816
1641
$7.76M ﹤0.01%
543,289
+164,876
1642
$7.75M ﹤0.01%
400,440
+14,879
1643
$7.74M ﹤0.01%
320,633
+2,707
1644
$7.74M ﹤0.01%
221,010
+15,592
1645
$7.73M ﹤0.01%
256,696
+2,499
1646
$7.72M ﹤0.01%
405,513
+312,934
1647
$7.71M ﹤0.01%
355,087
-75,386
1648
$7.7M ﹤0.01%
+179,645
1649
$7.69M ﹤0.01%
514,824
-20,621
1650
$7.64M ﹤0.01%
1,700,774
+293,898