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
2351
$2.41M ﹤0.01%
172,857
-100,092
2352
$2.41M ﹤0.01%
268,459
-17,977
2353
$2.41M ﹤0.01%
98,713
-36,484
2354
$2.41M ﹤0.01%
58,201
+29,902
2355
$2.4M ﹤0.01%
94,295
+93,443
2356
$2.4M ﹤0.01%
61,780
+5,365
2357
$2.38M ﹤0.01%
183,202
-42,485
2358
$2.38M ﹤0.01%
61,771
-235,347
2359
$2.38M ﹤0.01%
68,420
+19,429
2360
$2.37M ﹤0.01%
183,299
-58,906
2361
$2.36M ﹤0.01%
75,242
-215,133
2362
$2.36M ﹤0.01%
164,113
-9,477
2363
$2.36M ﹤0.01%
174,542
+34,708
2364
$2.35M ﹤0.01%
394,516
-553,694
2365
$2.35M ﹤0.01%
149,347
-14,866
2366
$2.35M ﹤0.01%
93,081
+34,624
2367
$2.35M ﹤0.01%
101,512
-19,917
2368
$2.34M ﹤0.01%
232,274
-152,666
2369
$2.34M ﹤0.01%
56,618
-2,998
2370
$2.34M ﹤0.01%
87,393
+5,815
2371
$2.33M ﹤0.01%
41,050
+10,549
2372
$2.33M ﹤0.01%
149,544
2373
$2.33M ﹤0.01%
225,091
-20,387
2374
$2.33M ﹤0.01%
167,366
-528,272
2375
$2.32M ﹤0.01%
243,138
+28,212