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
3026
$977K ﹤0.01%
115,383
+48,442
3027
$976K ﹤0.01%
185,825
+3,780
3028
$975K ﹤0.01%
26,264
-457
3029
$974K ﹤0.01%
16,143
-429
3030
$973K ﹤0.01%
45,099
+15,738
3031
$972K ﹤0.01%
63,706
+48
3032
$972K ﹤0.01%
70,167
+50
3033
$966K ﹤0.01%
+38,699
3034
$965K ﹤0.01%
173,901
+31,049
3035
$964K ﹤0.01%
137,682
-2,394
3036
$964K ﹤0.01%
30,077
-130,775
3037
$964K ﹤0.01%
59,330
+6,750
3038
$962K ﹤0.01%
364,511
+98,732
3039
$959K ﹤0.01%
73,169
+5,021
3040
$956K ﹤0.01%
25,312
-188
3041
$954K ﹤0.01%
94,885
-1,848
3042
$953K ﹤0.01%
109,519
+4,700
3043
$953K ﹤0.01%
72,516
+8,496
3044
$953K ﹤0.01%
+48,833
3045
$952K ﹤0.01%
47,577
+3,608
3046
$951K ﹤0.01%
24,083
-7,243
3047
$946K ﹤0.01%
31,576
+205
3048
$945K ﹤0.01%
28,985
-6,460
3049
$944K ﹤0.01%
75,251
+571
3050
$942K ﹤0.01%
55,953
+15,469