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
1726
$6.51M ﹤0.01%
175,161
+30,552
1727
$6.51M ﹤0.01%
231,131
+27,537
1728
$6.49M ﹤0.01%
748,021
-30,574
1729
$6.48M ﹤0.01%
123,511
+44,612
1730
$6.48M ﹤0.01%
247,768
-2,610
1731
$6.47M ﹤0.01%
189,028
-13,890
1732
$6.47M ﹤0.01%
133,543
-6,495
1733
$6.47M ﹤0.01%
163,453
-1,668
1734
$6.45M ﹤0.01%
146,929
+6,200
1735
$6.45M ﹤0.01%
300,025
-80,021
1736
$6.43M ﹤0.01%
503,230
-3,313,860
1737
$6.41M ﹤0.01%
240,061
+141,953
1738
$6.41M ﹤0.01%
466,553
-38,468
1739
$6.4M ﹤0.01%
90,241
+23,711
1740
$6.38M ﹤0.01%
380,500
-16,374
1741
$6.38M ﹤0.01%
169,941
-42,980
1742
$6.37M ﹤0.01%
144,868
-26,558
1743
$6.36M ﹤0.01%
356,557
+21,849
1744
$6.36M ﹤0.01%
143,843
-12,753
1745
$6.36M ﹤0.01%
74,075
-16,778
1746
$6.35M ﹤0.01%
1,329,899
+271,253
1747
$6.34M ﹤0.01%
369,983
+83,878
1748
$6.34M ﹤0.01%
884,525
-1,865
1749
$6.32M ﹤0.01%
198,618
-9,677
1750
$6.31M ﹤0.01%
374,840
-139,741