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
$215B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,296
New
Increased
Reduced
Closed

Top Buys

1 +$5.22B
2 +$4.9B
3 +$3.52B
4
JPM icon
JPMorgan Chase
JPM
+$2.25B
5
CSCO icon
Cisco
CSCO
+$2.24B

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.6%
2 Financials 12.09%
3 Healthcare 11.75%
4 Real Estate 8.89%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$319M 0.15%
+9,724,525
152
$313M 0.15%
+7,863,258
153
$310M 0.14%
+4,573,119
154
$310M 0.14%
+4,889,784
155
$310M 0.14%
+7,419,414
156
$308M 0.14%
+12,394,680
157
$306M 0.14%
+5,058,151
158
$298M 0.14%
+4,923,876
159
$296M 0.14%
+5,630,336
160
$295M 0.14%
+6,538,705
161
$294M 0.14%
+13,706,959
162
$294M 0.14%
+4,524,483
163
$292M 0.14%
+6,072,762
164
$289M 0.13%
+10,595,188
165
$288M 0.13%
+3,607,999
166
$288M 0.13%
+3,767,525
167
$287M 0.13%
+9,925,580
168
$286M 0.13%
+7,009,246
169
$282M 0.13%
+3,262,185
170
$280M 0.13%
+4,152,839
171
$279M 0.13%
+16,432,471
172
$279M 0.13%
+2,891,718
173
$278M 0.13%
+8,590,472
174
$278M 0.13%
+6,282,444
175
$277M 0.13%
+1,916,324