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
$252B
AUM Growth
+$21.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,506
New
Increased
Reduced
Closed

Top Buys

1 +$393M
2 +$272M
3 +$246M
4
CSCO icon
Cisco
CSCO
+$196M
5
TRIP icon
TripAdvisor
TRIP
+$178M

Top Sells

1 +$678M
2 +$412M
3 +$388M
4
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$307M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$289M

Sector Composition

1 Technology 16.74%
2 Financials 12.04%
3 Healthcare 11.89%
4 Communication Services 9.42%
5 Consumer Discretionary 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$4.18M ﹤0.01%
127,924
-39,671
1977
$4.18M ﹤0.01%
51,721
+10,781
1978
$4.17M ﹤0.01%
86,035
-6,667
1979
$4.17M ﹤0.01%
425,837
-5,261
1980
$4.17M ﹤0.01%
180,135
+57,145
1981
$4.17M ﹤0.01%
342,251
-47,626
1982
$4.16M ﹤0.01%
+126,308
1983
$4.14M ﹤0.01%
99,709
-560,791
1984
$4.14M ﹤0.01%
85,487
-15,545
1985
$4.14M ﹤0.01%
94,115
+23,346
1986
$4.14M ﹤0.01%
293,271
+36,042
1987
$4.11M ﹤0.01%
229,831
-68,011
1988
$4.11M ﹤0.01%
91,900
+5,600
1989
0
1990
$4.07M ﹤0.01%
144,626
+54,909
1991
$4.07M ﹤0.01%
258,332
-82,951
1992
$4.07M ﹤0.01%
270,464
-47,538
1993
$4.07M ﹤0.01%
78,112
+34,378
1994
$4.06M ﹤0.01%
54,325
+12,411
1995
$4.06M ﹤0.01%
339,424
-162,829
1996
$4.05M ﹤0.01%
51,934
+12,522
1997
$4.05M ﹤0.01%
102,871
+6,973
1998
$4.04M ﹤0.01%
130,510
+127,928
1999
$4.04M ﹤0.01%
156,151
+27,930
2000
$4.03M ﹤0.01%
193,206
+5,696