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
1926
$11.3M ﹤0.01%
514,288
+107,854
1927
$11.3M ﹤0.01%
326,789
+37,311
1928
$11.3M ﹤0.01%
383,336
+140,516
1929
$11.2M ﹤0.01%
443,160
-62,886
1930
$11.2M ﹤0.01%
232,329
+76,998
1931
$11.2M ﹤0.01%
+50,000
1932
$11.1M ﹤0.01%
545,976
+96,927
1933
$11.1M ﹤0.01%
509,192
+53,701
1934
$11.1M ﹤0.01%
389,963
+135,461
1935
$11.1M ﹤0.01%
164,383
+32,250
1936
$11M ﹤0.01%
183,127
-337,829
1937
$11M ﹤0.01%
652,086
+91,805
1938
$11M ﹤0.01%
389,573
+20,221
1939
$11M ﹤0.01%
249,715
+37,365
1940
$11M ﹤0.01%
142,468
+133,146
1941
$11M ﹤0.01%
701,317
+115,062
1942
$10.9M ﹤0.01%
1,230,094
+659,933
1943
$10.9M ﹤0.01%
296,330
+230,132
1944
$10.9M ﹤0.01%
685,598
+79,983
1945
$10.9M ﹤0.01%
185,187
+178,471
1946
$10.9M ﹤0.01%
16,400
+8,812
1947
$10.9M ﹤0.01%
318,768
+49,244
1948
$10.9M ﹤0.01%
191,472
+61,725
1949
$10.9M ﹤0.01%
1,155,238
+61,354
1950
$10.9M ﹤0.01%
250,075
-54,941