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
1851
$13M ﹤0.01%
511,752
-174,549
1852
$12.9M ﹤0.01%
985,997
+26,291
1853
$12.9M ﹤0.01%
1,028,507
+93,108
1854
$12.9M ﹤0.01%
1,171,075
-11,724
1855
$12.9M ﹤0.01%
179,076
+17,279
1856
$12.9M ﹤0.01%
270,551
-25,105
1857
$12.8M ﹤0.01%
211,446
-84,168
1858
$12.8M ﹤0.01%
+260,885
1859
$12.8M ﹤0.01%
66,783
+16,976
1860
$12.7M ﹤0.01%
771,775
-89,229
1861
$12.7M ﹤0.01%
369,515
+248,610
1862
$12.7M ﹤0.01%
286,282
+32,855
1863
$12.7M ﹤0.01%
168,462
+119,132
1864
$12.7M ﹤0.01%
254,180
+20,704
1865
$12.7M ﹤0.01%
+537,609
1866
$12.6M ﹤0.01%
374,499
+58,551
1867
$12.6M ﹤0.01%
108,404
+1,851
1868
$12.6M ﹤0.01%
+280,062
1869
$12.5M ﹤0.01%
154,528
-63,689
1870
$12.5M ﹤0.01%
380,944
-24,489
1871
$12.4M ﹤0.01%
124,034
-118,301
1872
$12.4M ﹤0.01%
1,140,633
-272,457
1873
$12.4M ﹤0.01%
168,224
+7,005
1874
$12.4M ﹤0.01%
281,164
-44,392
1875
$12.4M ﹤0.01%
216,177
-1,023