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
3201
$652K ﹤0.01%
53,335
-13,272
3202
$651K ﹤0.01%
34,087
+2,026
3203
$650K ﹤0.01%
104,258
+14,003
3204
$648K ﹤0.01%
28,779
+3,475
3205
$643K ﹤0.01%
78,877
-86,102
3206
$640K ﹤0.01%
31,983
+2,309
3207
$638K ﹤0.01%
60,559
-65,925
3208
$631K ﹤0.01%
215,707
+31,032
3209
$629K ﹤0.01%
27,841
-6,615
3210
$625K ﹤0.01%
33,090
-50,197
3211
$625K ﹤0.01%
57,073
-11,442
3212
$621K ﹤0.01%
203,742
+5,741
3213
$620K ﹤0.01%
+17,321
3214
$619K ﹤0.01%
82,035
+2,286
3215
$617K ﹤0.01%
10,480
+2,656
3216
$616K ﹤0.01%
125,139
-291,642
3217
$612K ﹤0.01%
17,323
-109
3218
$612K ﹤0.01%
+17,464
3219
$610K ﹤0.01%
2,182
-120,430
3220
$608K ﹤0.01%
2,715
-287
3221
$607K ﹤0.01%
15,569
+1,737
3222
$605K ﹤0.01%
37,688
-2,240
3223
$604K ﹤0.01%
23,695
+13,503
3224
$602K ﹤0.01%
80,204
+12,599
3225
$601K ﹤0.01%
36,313
+212