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
1751
$6.31M ﹤0.01%
291,241
+114,903
1752
$6.31M ﹤0.01%
118,726
-12,436
1753
$6.28M ﹤0.01%
132,369
-385,606
1754
$6.28M ﹤0.01%
460,540
-117,034
1755
$6.28M ﹤0.01%
4,684,237
+10,887
1756
$6.25M ﹤0.01%
703,962
+264,998
1757
$6.23M ﹤0.01%
164,852
-7,390
1758
$6.22M ﹤0.01%
155,042
+92,415
1759
$6.21M ﹤0.01%
374,651
+197,047
1760
$6.2M ﹤0.01%
129,396
-15,762
1761
$6.2M ﹤0.01%
657,938
+37,125
1762
$6.17M ﹤0.01%
337,251
+3,055
1763
$6.16M ﹤0.01%
178,621
-42,975
1764
$6.15M ﹤0.01%
800,733
+3,796
1765
$6.15M ﹤0.01%
109,631
-2,078
1766
$6.14M ﹤0.01%
511,707
+35,342
1767
$6.12M ﹤0.01%
244,846
+29,229
1768
$6.09M ﹤0.01%
94,826
-66,685
1769
$6.09M ﹤0.01%
128,719
-30,671
1770
$6.08M ﹤0.01%
607,135
+125,473
1771
$6.08M ﹤0.01%
1,792,379
-336,805
1772
$6.07M ﹤0.01%
177,091
-85,441
1773
$6.07M ﹤0.01%
67,340
+4,636
1774
$6.05M ﹤0.01%
97,917
-11,135
1775
$6.05M ﹤0.01%
118,461
+772