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
2101
$8.33M ﹤0.01%
+485,409
2102
$8.31M ﹤0.01%
194,307
+24,427
2103
$8.3M ﹤0.01%
352,516
+138,285
2104
$8.29M ﹤0.01%
652,920
-29,208
2105
$8.29M ﹤0.01%
2,037,302
-7,718
2106
$8.28M ﹤0.01%
262,059
+37,348
2107
$8.27M ﹤0.01%
169,520
+43,509
2108
$8.26M ﹤0.01%
172,931
-8,502
2109
$8.26M ﹤0.01%
372,272
-1,692
2110
$8.26M ﹤0.01%
941,275
+25,126
2111
$8.24M ﹤0.01%
1,528,999
+4,078
2112
$8.23M ﹤0.01%
129,458
-125,568
2113
$8.23M ﹤0.01%
739,462
-88,457
2114
$8.21M ﹤0.01%
259,923
-15
2115
$8.2M ﹤0.01%
392,680
-138,193
2116
$8.2M ﹤0.01%
569,460
+29,392
2117
$8.18M ﹤0.01%
678,028
+361,905
2118
$8.14M ﹤0.01%
96,719
+1,122
2119
$8.14M ﹤0.01%
297,328
+5,687
2120
$8.14M ﹤0.01%
+76,400
2121
$8.14M ﹤0.01%
342,631
+135,757
2122
$8.13M ﹤0.01%
483,150
+132,308
2123
$8.11M ﹤0.01%
104,279
+8,681
2124
$8.1M ﹤0.01%
119,124
+2,216
2125
$8.09M ﹤0.01%
571,435
+19,417