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
1901
$11.8M ﹤0.01%
501,754
+105,010
1902
$11.8M ﹤0.01%
197,902
+11,831
1903
$11.8M ﹤0.01%
78,208
+10,218
1904
$11.8M ﹤0.01%
74,677
-5,400
1905
$11.8M ﹤0.01%
83,717
+17,344
1906
$11.7M ﹤0.01%
1,639,715
+566,144
1907
$11.7M ﹤0.01%
+1,851,353
1908
$11.7M ﹤0.01%
999,795
+101,852
1909
$11.7M ﹤0.01%
81,898
+20,250
1910
$11.7M ﹤0.01%
623,933
+148,219
1911
$11.6M ﹤0.01%
471,488
+109,984
1912
$11.6M ﹤0.01%
297,150
+263,144
1913
$11.6M ﹤0.01%
262,062
+49,585
1914
$11.6M ﹤0.01%
4,631,861
+2,980,305
1915
$11.6M ﹤0.01%
135,949
+8,866
1916
$11.6M ﹤0.01%
153,702
-47,393
1917
$11.6M ﹤0.01%
1,463,435
-68,749
1918
$11.5M ﹤0.01%
708,961
+49,290
1919
$11.5M ﹤0.01%
202,147
+34,094
1920
$11.5M ﹤0.01%
242,147
+199,605
1921
$11.5M ﹤0.01%
160,632
+17,956
1922
$11.5M ﹤0.01%
1,148,311
+53,060
1923
$11.4M ﹤0.01%
200,000
1924
$11.4M ﹤0.01%
144,193
-873,331
1925
$11.4M ﹤0.01%
611,747
+83,303