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
2601
$2.16M ﹤0.01%
239,334
-7,251
2602
$2.16M ﹤0.01%
+70,780
2603
$2.16M ﹤0.01%
186,116
+7,160
2604
$2.16M ﹤0.01%
76,054
-7,820
2605
$2.15M ﹤0.01%
185,100
+125,227
2606
$2.15M ﹤0.01%
45,931
+18,028
2607
$2.15M ﹤0.01%
230,612
-18,765
2608
$2.14M ﹤0.01%
492,995
-37,392
2609
$2.14M ﹤0.01%
+82,465
2610
$2.13M ﹤0.01%
172,435
-4,019
2611
$2.13M ﹤0.01%
165,175
+3,145
2612
$2.13M ﹤0.01%
+48,972
2613
$2.12M ﹤0.01%
186,045
-10,435
2614
$2.12M ﹤0.01%
19,007
-662
2615
$2.12M ﹤0.01%
+44,592
2616
$2.11M ﹤0.01%
16,471
+1,880
2617
$2.11M ﹤0.01%
157,457
+4,711
2618
$2.1M ﹤0.01%
28,360
+11,741
2619
$2.1M ﹤0.01%
33,577
-999
2620
$2.09M ﹤0.01%
123,235
-57,590
2621
$2.09M ﹤0.01%
156,851
-24,118
2622
$2.09M ﹤0.01%
160,714
+8,754
2623
$2.09M ﹤0.01%
19,030
+1,120
2624
$2.08M ﹤0.01%
199,859
+10,547
2625
$2.08M ﹤0.01%
37,924
+32,645