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
2301
$2.59M ﹤0.01%
213,693
-40,675
2302
$2.59M ﹤0.01%
38,165
+18,292
2303
$2.58M ﹤0.01%
92,488
-18,056
2304
$2.58M ﹤0.01%
45,746
-1,688
2305
$2.58M ﹤0.01%
689,052
+212,950
2306
$2.58M ﹤0.01%
123,252
+8,714
2307
$2.57M ﹤0.01%
+11,356
2308
$2.57M ﹤0.01%
188,210
-40,425
2309
$2.57M ﹤0.01%
104,524
-6,101
2310
$2.56M ﹤0.01%
188,489
-51,303
2311
$2.56M ﹤0.01%
61,381
+291
2312
$2.55M ﹤0.01%
85,684
+11,828
2313
$2.55M ﹤0.01%
186,553
-66,386
2314
$2.54M ﹤0.01%
271,687
+19,391
2315
$2.54M ﹤0.01%
83,825
-1,000
2316
$2.54M ﹤0.01%
35,571
+9,896
2317
$2.54M ﹤0.01%
57,264
-14,321
2318
$2.54M ﹤0.01%
275,790
+4,898
2319
$2.53M ﹤0.01%
105,177
+17,139
2320
$2.51M ﹤0.01%
104,175
+2,630
2321
$2.51M ﹤0.01%
55,964
+12,539
2322
$2.51M ﹤0.01%
245,276
+7,189
2323
$2.5M ﹤0.01%
37,206
+1,895
2324
$2.5M ﹤0.01%
195,158
-18,082
2325
$2.5M ﹤0.01%
78,128
+17,539