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
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
3601
$138K ﹤0.01%
+11,821
3602
$136K ﹤0.01%
+10,913
3603
$135K ﹤0.01%
35,038
-1,188
3604
$131K ﹤0.01%
4,646
+1,387
3605
$130K ﹤0.01%
+17,644
3606
$127K ﹤0.01%
18,594
-41
3607
$127K ﹤0.01%
24,379
+818
3608
$123K ﹤0.01%
21,961
+456
3609
$118K ﹤0.01%
+28,991
3610
$118K ﹤0.01%
22,950
+8,798
3611
$115K ﹤0.01%
+13,959
3612
$115K ﹤0.01%
+11,249
3613
$113K ﹤0.01%
+7,006
3614
$112K ﹤0.01%
+1,356
3615
$108K ﹤0.01%
+1,311
3616
$108K ﹤0.01%
+27,430
3617
$107K ﹤0.01%
30,634
3618
$105K ﹤0.01%
19,393
-28,309
3619
$104K ﹤0.01%
+13,034
3620
$103K ﹤0.01%
19,251
+9,245
3621
$101K ﹤0.01%
+10,366
3622
$100K ﹤0.01%
845
+282
3623
$99K ﹤0.01%
61,429
+45,095
3624
$96K ﹤0.01%
+18,392
3625
$95K ﹤0.01%
15,780
-24,401