Invesco

Invesco Portfolio holdings

AUM $588B
1-Year Est. Return 25.92%
 

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
+25.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$215B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,296
New
Increased
Reduced
Closed

Top Buys

1
+$5.22B
2
+$4.9B
3
+$3.52B
4
JPM icon
JPMorgan Chase
JPM
+$2.25B
5
CSCO icon
Cisco
CSCO
+$2.24B

Top Sells

No sells this quarter

Sector Composition

1 Technology 16.6%
2 Financials 12.09%
3 Healthcare 11.75%
4 Real Estate 8.89%
5 Communication Services 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.22B 2.43%
+151,156,050
2
$4.9B 2.28%
+345,785,608
3
$3.52B 1.64%
+160,712,340
4
$2.25B 1.05%
+42,557,875
5
$2.24B 1.04%
+92,014,879
6
$2.22B 1.03%
+46,225,841
7
$2.22B 1.03%
+91,650,304
8
$2.1B 0.98%
+68,326,692
9
$1.94B 0.9%
+17,463,336
10
$1.92B 0.9%
+92,116,616
11
$1.75B 0.82%
+28,687,183
12
$1.71B 0.8%
+78,480,311
13
$1.68B 0.79%
+63,364,303
14
$1.67B 0.78%
+16,927,106
15
$1.66B 0.78%
+11,195,470
16
$1.58B 0.74%
+113,561,520
17
$1.53B 0.72%
+63,305,659
18
$1.52B 0.71%
+29,623,875
19
$1.43B 0.67%
+50,261,644
20
$1.43B 0.67%
+20,968,353
21
$1.35B 0.63%
+11,438,832
22
$1.33B 0.62%
+29,922,133
23
$1.28B 0.59%
+14,854,376
24
$1.13B 0.53%
+12,472,575
25
$1.08B 0.5%
+26,189,683
1
2 3 4 5