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
2151
$7.64M ﹤0.01%
452,767
+16,316
2152
$7.63M ﹤0.01%
89,341
+9,951
2153
$7.63M ﹤0.01%
43,887
+18,125
2154
$7.61M ﹤0.01%
172,524
-14,871
2155
$7.61M ﹤0.01%
2,002,318
+331,019
2156
$7.59M ﹤0.01%
148,161
+14,032
2157
$7.58M ﹤0.01%
223,627
+30,137
2158
$7.55M ﹤0.01%
1,430,905
+107,390
2159
$7.51M ﹤0.01%
149,069
+23,144
2160
$7.47M ﹤0.01%
254,731
+57,924
2161
$7.47M ﹤0.01%
328,612
+40,608
2162
$7.45M ﹤0.01%
1,216,756
+36,950
2163
$7.44M ﹤0.01%
83,305
+8,221
2164
$7.43M ﹤0.01%
160,703
-206,139
2165
$7.43M ﹤0.01%
673,329
-62,620
2166
$7.42M ﹤0.01%
217,264
-23,655
2167
$7.42M ﹤0.01%
579,225
-25,145
2168
$7.41M ﹤0.01%
95,287
-141,638
2169
$7.39M ﹤0.01%
97,907
+28,985
2170
$7.35M ﹤0.01%
108,496
+8,452
2171
$7.35M ﹤0.01%
466,832
+16,965
2172
$7.31M ﹤0.01%
112,135
+1,923
2173
$7.3M ﹤0.01%
204,805
-425,588
2174
$7.29M ﹤0.01%
268,881
-6,508
2175
$7.27M ﹤0.01%
631,441
-40,479