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
$271B
AUM Growth
-$50.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,768
New
Increased
Reduced
Closed

Top Buys

1 +$279M
2 +$254M
3 +$232M
4
APC
Anadarko Petroleum
APC
+$164M
5
MCK icon
McKesson
MCK
+$161M

Top Sells

1 +$1.63B
2 +$519M
3 +$469M
4
CCL icon
Carnival Corp
CCL
+$307M
5
TWX
Time Warner Inc
TWX
+$290M

Sector Composition

1 Technology 16.29%
2 Financials 15.19%
3 Healthcare 11.76%
4 Communication Services 9.96%
5 Consumer Discretionary 9.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$2.98M ﹤0.01%
285,276
+14,677
2177
$2.98M ﹤0.01%
246,977
-63,800
2178
$2.98M ﹤0.01%
207,845
-72,684
2179
$2.97M ﹤0.01%
66,497
-364
2180
$2.97M ﹤0.01%
56,325
+13,697
2181
$2.96M ﹤0.01%
83,649
+3,989
2182
$2.96M ﹤0.01%
38,819
-2,357
2183
$2.95M ﹤0.01%
220,812
+80,422
2184
$2.94M ﹤0.01%
322,831
-152,343
2185
$2.94M ﹤0.01%
73,446
+2,513
2186
$2.94M ﹤0.01%
76,614
+27,167
2187
$2.94M ﹤0.01%
246,372
-49
2188
$2.94M ﹤0.01%
59,016
+19,324
2189
$2.94M ﹤0.01%
57,618
+4,998
2190
$2.94M ﹤0.01%
277,913
-9,407
2191
$2.94M ﹤0.01%
+135,876
2192
$2.93M ﹤0.01%
128,644
-13,988
2193
$2.93M ﹤0.01%
345,802
+125,274
2194
$2.93M ﹤0.01%
372,821
-69,082
2195
$2.92M ﹤0.01%
396,533
+107,788
2196
$2.91M ﹤0.01%
97,747
+5,163
2197
$2.91M ﹤0.01%
162,249
+16,853
2198
$2.9M ﹤0.01%
46,599
+22,257
2199
$2.9M ﹤0.01%
123,520
+622
2200
$2.9M ﹤0.01%
106,658
-22,844