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 Fund
S&P 500
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
WMT
+$192M
5
EQR icon
Equity Residential
EQR
+$186M

Sector Composition

1 Technology 18.88%
2 Financials 13.67%
3 Healthcare 11.48%
4 Consumer Discretionary 11.19%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
$205K ﹤0.01%
+24,466
3552
$204K ﹤0.01%
+6,463
3553
$203K ﹤0.01%
47,693
+6,662
3554
$203K ﹤0.01%
91,303
+624
3555
$203K ﹤0.01%
+4,162
3556
$203K ﹤0.01%
4,319
+2,778
3557
$202K ﹤0.01%
42,440
-3,421
3558
$200K ﹤0.01%
269,663
+172,543
3559
$199K ﹤0.01%
+14,642
3560
$199K ﹤0.01%
492
-996
3561
$195K ﹤0.01%
43,673
+6,169
3562
$194K ﹤0.01%
15,115
-55,198
3563
$191K ﹤0.01%
804
+5
3564
$191K ﹤0.01%
60,898
+23,293
3565
$189K ﹤0.01%
17,281
+1,948
3566
$186K ﹤0.01%
16,060
-339
3567
$183K ﹤0.01%
+1
3568
$183K ﹤0.01%
+3,221
3569
$182K ﹤0.01%
+11,111
3570
$182K ﹤0.01%
4,204
+181
3571
$182K ﹤0.01%
260,004
+12,631
3572
$181K ﹤0.01%
11,859
-7,224
3573
$181K ﹤0.01%
20,635
+7,521
3574
$180K ﹤0.01%
+70,853
3575
$179K ﹤0.01%
63,676
+890