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
2376
$2.29M ﹤0.01%
20,376
-101,684
2377
$2.29M ﹤0.01%
89,831
+10,174
2378
$2.28M ﹤0.01%
126,069
-32,928
2379
$2.28M ﹤0.01%
235,061
+6,917
2380
$2.27M ﹤0.01%
284,828
-12,873
2381
$2.26M ﹤0.01%
53,717
-11,631
2382
$2.26M ﹤0.01%
26,689
+1,427
2383
$2.25M ﹤0.01%
155,414
-19,774
2384
$2.25M ﹤0.01%
163,079
+44,721
2385
$2.25M ﹤0.01%
40,468
+384
2386
$2.25M ﹤0.01%
190,569
+72,320
2387
$2.25M ﹤0.01%
68,809
+1,819
2388
$2.24M ﹤0.01%
35,306
+3,501
2389
$2.24M ﹤0.01%
123,360
-36,722
2390
$2.24M ﹤0.01%
51,688
+2,317
2391
$2.24M ﹤0.01%
211,333
-6,195
2392
$2.23M ﹤0.01%
136,211
-8,898
2393
$2.22M ﹤0.01%
550,436
+21,239
2394
$2.22M ﹤0.01%
114,168
+6,903
2395
$2.22M ﹤0.01%
331,900
-10,525
2396
$2.22M ﹤0.01%
310,100
-1,192,748
2397
$2.21M ﹤0.01%
137,326
+67,485
2398
$2.21M ﹤0.01%
92,566
+47,553
2399
$2.21M ﹤0.01%
152,857
+4,217
2400
$2.21M ﹤0.01%
+227,572