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
1876
$5.08M ﹤0.01%
131,592
+46,159
1877
$5.07M ﹤0.01%
60,612
-4,715
1878
$5.07M ﹤0.01%
72,774
+26,109
1879
$5.07M ﹤0.01%
343,625
-42,319
1880
$5.07M ﹤0.01%
308,378
-3,955
1881
$5.04M ﹤0.01%
140,260
-12,927
1882
$5.04M ﹤0.01%
43,480
-24,104
1883
$5.04M ﹤0.01%
172,847
+18,032
1884
$5.03M ﹤0.01%
337,133
-128,276
1885
$5.02M ﹤0.01%
165,507
+61,377
1886
$5.01M ﹤0.01%
956,150
-74
1887
$5.01M ﹤0.01%
86,752
+9,149
1888
$5M ﹤0.01%
74,583
-13,159
1889
$4.99M ﹤0.01%
152,529
+9,297
1890
$4.98M ﹤0.01%
292,092
+245,701
1891
$4.98M ﹤0.01%
107,316
+6,087
1892
$4.96M ﹤0.01%
114,125
+13,037
1893
$4.96M ﹤0.01%
81,746
-135
1894
$4.95M ﹤0.01%
553,286
-13,680
1895
$4.95M ﹤0.01%
1,156,901
-39,531
1896
$4.94M ﹤0.01%
24,295
-396
1897
$4.93M ﹤0.01%
230,595
-4,908
1898
$4.93M ﹤0.01%
317,262
-14,518
1899
$4.92M ﹤0.01%
648,286
+4,209
1900
$4.92M ﹤0.01%
285,201
+48