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
2376
$4.67M ﹤0.01%
39,800
+3,181
2377
$4.67M ﹤0.01%
463,974
+36,523
2378
$4.66M ﹤0.01%
1,205
+210
2379
$4.66M ﹤0.01%
201,700
-2,000
2380
$4.66M ﹤0.01%
7,879
+202
2381
$4.65M ﹤0.01%
244,062
+16,922
2382
$4.63M ﹤0.01%
181,088
+2,829
2383
$4.62M ﹤0.01%
193,746
+12,058
2384
$4.6M ﹤0.01%
491,950
+12,906
2385
$4.59M ﹤0.01%
215,915
+88,366
2386
$4.58M ﹤0.01%
277,045
-157,301
2387
$4.58M ﹤0.01%
33,814
+8,946
2388
$4.57M ﹤0.01%
275,030
-163,382
2389
$4.57M ﹤0.01%
260,429
+71,378
2390
$4.57M ﹤0.01%
771,294
+79,453
2391
$4.56M ﹤0.01%
210,193
+174,458
2392
$4.55M ﹤0.01%
6,894
+289
2393
$4.54M ﹤0.01%
259,938
+17,503
2394
$4.54M ﹤0.01%
337,565
+120,881
2395
$4.54M ﹤0.01%
325,590
-60,818
2396
$4.53M ﹤0.01%
531,171
+23,872
2397
$4.52M ﹤0.01%
430,090
+32,780
2398
$4.49M ﹤0.01%
+116,784
2399
$4.48M ﹤0.01%
556,987
+397,609
2400
$4.48M ﹤0.01%
78,059
+72,993