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
351
$183M 0.06%
3,925,712
-301,102
352
$183M 0.06%
2,806,228
+574,661
353
$181M 0.06%
15,009,160
+3,224,596
354
$179M 0.06%
765,687
+139,248
355
$178M 0.06%
2,368,615
-6,122
356
$178M 0.06%
10,697,836
+3,755,799
357
$177M 0.06%
4,696,232
+914,201
358
$177M 0.06%
3,265,517
+651,384
359
$174M 0.06%
1,218,524
+469,081
360
$174M 0.06%
4,221,195
+13,086
361
$174M 0.06%
1,264,121
+4,100
362
$174M 0.06%
2,276,152
+453,547
363
$173M 0.06%
6,538,519
-653,670
364
$173M 0.06%
4,796,849
+153,100
365
$172M 0.06%
+8,360,079
366
$172M 0.06%
1,115,631
+873,178
367
$171M 0.06%
2,375,867
+700,083
368
$170M 0.06%
1,002,176
+354,912
369
$170M 0.06%
2,150,644
+1,297,365
370
$170M 0.06%
1,704,749
+352,056
371
$170M 0.06%
1,461,484
+355,434
372
$169M 0.06%
2,564,306
+922,696
373
$169M 0.06%
3,010,553
+504,501
374
$169M 0.06%
6,439,923
-257,662
375
$169M 0.06%
9,783,861
+5,093,686