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
$406B
AUM Growth
+$32B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,130
New
Increased
Reduced
Closed

Top Buys

1 +$985M
2 +$517M
3 +$445M
4
CMCSA icon
Comcast
CMCSA
+$428M
5
CSCO icon
Cisco
CSCO
+$363M

Top Sells

1 +$1.03B
2 +$458M
3 +$385M
4
PPL icon
PPL Corp
PPL
+$376M
5
AMC icon
AMC Entertainment Holdings
AMC
+$342M

Sector Composition

1 Technology 19.34%
2 Consumer Discretionary 13.32%
3 Financials 12.97%
4 Healthcare 11.95%
5 Industrials 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1801
$14M ﹤0.01%
239,597
+26,285
1802
$14M ﹤0.01%
61,470
+6,712
1803
$14M ﹤0.01%
189,398
+42,967
1804
$14M ﹤0.01%
72,889
-10,791
1805
$14M ﹤0.01%
91,489
-12,793
1806
$14M ﹤0.01%
816,050
-818
1807
$14M ﹤0.01%
413,959
+28,588
1808
$13.9M ﹤0.01%
286,102
-23,678
1809
$13.9M ﹤0.01%
1,377,480
-337,834
1810
$13.8M ﹤0.01%
281,331
-250,229
1811
$13.8M ﹤0.01%
324,721
+10,615
1812
$13.8M ﹤0.01%
1,836,538
+119,697
1813
$13.7M ﹤0.01%
249,755
+196,186
1814
$13.7M ﹤0.01%
475,067
+308,372
1815
$13.7M ﹤0.01%
598,498
-526,867
1816
$13.7M ﹤0.01%
274,440
+121,273
1817
$13.6M ﹤0.01%
871,004
+204,008
1818
$13.6M ﹤0.01%
971,256
+4,177
1819
$13.6M ﹤0.01%
134,726
+99,743
1820
$13.6M ﹤0.01%
340,613
-2,018,821
1821
$13.6M ﹤0.01%
317,320
-4,722
1822
$13.6M ﹤0.01%
150,206
+29,533
1823
$13.5M ﹤0.01%
81,772
-539,765
1824
$13.5M ﹤0.01%
+645,039
1825
$13.4M ﹤0.01%
465,983
+34,883