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
$302B
AUM Growth
+$34.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,978
New
Increased
Reduced
Closed

Top Buys

1 +$453M
2 +$416M
3 +$324M
4
MSFT icon
Microsoft
MSFT
+$308M
5
KMB icon
Kimberly-Clark
KMB
+$290M

Top Sells

1 +$451M
2 +$272M
3 +$202M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$192M
5
EQR icon
Equity Residential
EQR
+$186M

Sector Composition

1 Technology 18.91%
2 Financials 13.67%
3 Healthcare 11.48%
4 Consumer Discretionary 11.19%
5 Communication Services 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$2.53M ﹤0.01%
+260,817
2502
$2.53M ﹤0.01%
48,323
+6,389
2503
$2.53M ﹤0.01%
541,151
-11,470
2504
$2.52M ﹤0.01%
99,752
+414
2505
$2.52M ﹤0.01%
893,278
+326,514
2506
$2.52M ﹤0.01%
208,351
-14,142
2507
$2.52M ﹤0.01%
477,801
-3,818
2508
$2.52M ﹤0.01%
592,108
+71,418
2509
$2.51M ﹤0.01%
+79,090
2510
$2.5M ﹤0.01%
244,344
-29,650
2511
$2.5M ﹤0.01%
42,153
+3,685
2512
$2.5M ﹤0.01%
644,674
-25,847
2513
$2.5M ﹤0.01%
151,570
+61,961
2514
$2.5M ﹤0.01%
184,014
-16,563
2515
$2.5M ﹤0.01%
115,648
+51,466
2516
$2.5M ﹤0.01%
91,625
+2,439
2517
$2.49M ﹤0.01%
160,647
-505,197
2518
$2.48M ﹤0.01%
34,642
+12,009
2519
$2.48M ﹤0.01%
47,586
+2,881
2520
$2.48M ﹤0.01%
39,373
+28,411
2521
$2.48M ﹤0.01%
105,465
+33,326
2522
$2.47M ﹤0.01%
168,188
+466
2523
$2.47M ﹤0.01%
258,289
-82,614
2524
$2.47M ﹤0.01%
281,882
-55,592
2525
$2.47M ﹤0.01%
44,461
-2,421