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
1801
$5.68M ﹤0.01%
115,517
-2,377
1802
$5.68M ﹤0.01%
116,196
+6,652
1803
$5.67M ﹤0.01%
237,197
-14,224
1804
$5.65M ﹤0.01%
97,476
-44,179
1805
$5.65M ﹤0.01%
396,337
-15,992
1806
$5.64M ﹤0.01%
77,053
+27,839
1807
$5.64M ﹤0.01%
334,205
+10,466
1808
$5.64M ﹤0.01%
170,226
-4,982
1809
$5.63M ﹤0.01%
63,962
-2,301
1810
$5.63M ﹤0.01%
1,058,077
-27,241
1811
$5.6M ﹤0.01%
1,455,674
+17,171
1812
$5.59M ﹤0.01%
328,554
-7,708
1813
$5.59M ﹤0.01%
136,964
-41,665
1814
$5.58M ﹤0.01%
384,660
+137,451
1815
$5.57M ﹤0.01%
501,131
+55,123
1816
$5.57M ﹤0.01%
48,866
-4,408
1817
$5.56M ﹤0.01%
143,836
-38,538
1818
$5.54M ﹤0.01%
233,686
-15,886
1819
$5.54M ﹤0.01%
393,459
+158,354
1820
$5.52M ﹤0.01%
278,137
-912,188
1821
$5.52M ﹤0.01%
84,475
+8,617
1822
$5.52M ﹤0.01%
114,745
+2,645
1823
$5.51M ﹤0.01%
173,427
+2,732
1824
$5.5M ﹤0.01%
189,401
+7,121
1825
$5.5M ﹤0.01%
205,871
+3,125