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
2126
$8.04M ﹤0.01%
129,993
-799,704
2127
$8.04M ﹤0.01%
2,126,752
2128
$8.02M ﹤0.01%
+149,523
2129
$8.02M ﹤0.01%
827,203
-60,125
2130
$7.96M ﹤0.01%
329,520
+41,826
2131
$7.96M ﹤0.01%
250,431
+42,076
2132
$7.95M ﹤0.01%
386,188
-499,614
2133
$7.95M ﹤0.01%
370,928
+54,699
2134
$7.91M ﹤0.01%
223,270
+20,163
2135
$7.89M ﹤0.01%
88,408
+6,809
2136
$7.88M ﹤0.01%
342,482
-9,897
2137
$7.88M ﹤0.01%
1,208,714
+258,280
2138
$7.88M ﹤0.01%
298,329
+134
2139
$7.85M ﹤0.01%
217,079
+15,978
2140
$7.83M ﹤0.01%
102,484
+9,562
2141
$7.81M ﹤0.01%
291,267
+6,083
2142
$7.78M ﹤0.01%
224,466
-446,076
2143
$7.76M ﹤0.01%
+317,842
2144
$7.76M ﹤0.01%
216,098
+3,230
2145
$7.75M ﹤0.01%
79,807
+66,845
2146
$7.73M ﹤0.01%
145,249
-87,758
2147
$7.72M ﹤0.01%
87,236
+24,453
2148
$7.71M ﹤0.01%
417,375
+33,962
2149
$7.68M ﹤0.01%
239,821
+2,597
2150
$7.64M ﹤0.01%
721,493
-102,177