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
3301
$495K ﹤0.01%
+22,270
3302
$495K ﹤0.01%
39,694
+7,505
3303
$494K ﹤0.01%
34,277
+305
3304
$492K ﹤0.01%
86,497
+58,789
3305
$491K ﹤0.01%
+14,755
3306
$490K ﹤0.01%
72,964
+16,656
3307
$488K ﹤0.01%
+21,000
3308
$488K ﹤0.01%
22,693
-461
3309
$488K ﹤0.01%
33,443
+20,446
3310
$487K ﹤0.01%
426,842
+266,257
3311
$486K ﹤0.01%
7,717
-228
3312
$486K ﹤0.01%
21,106
+6,367
3313
$485K ﹤0.01%
62,255
+433
3314
$483K ﹤0.01%
21,763
-51
3315
$483K ﹤0.01%
54,171
+7,280
3316
$482K ﹤0.01%
62,840
-1,092
3317
$478K ﹤0.01%
55,775
+7,536
3318
$478K ﹤0.01%
207,061
+33,820
3319
$476K ﹤0.01%
16,456
+6,133
3320
$476K ﹤0.01%
38,386
-7,894
3321
$474K ﹤0.01%
13,894
+6,629
3322
$473K ﹤0.01%
23,270
-12,469
3323
$472K ﹤0.01%
10,130
+1,827
3324
$470K ﹤0.01%
17,374
+4,204
3325
$469K ﹤0.01%
15,113
+6,627