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
951
$35.2M 0.01%
1,201,250
+212,142
952
$35.1M 0.01%
416,135
+62,136
953
$34.8M 0.01%
1,018,945
-143,478
954
$34.8M 0.01%
658,905
+18,906
955
$34.7M 0.01%
792,531
+738,472
956
$34.6M 0.01%
919,539
-1,592,485
957
$34.6M 0.01%
473,559
+25,809
958
$34.5M 0.01%
659,716
+110,302
959
$34.4M 0.01%
528,571
+108,814
960
$34.2M 0.01%
742,123
+52,721
961
$34.2M 0.01%
997,917
-383,646
962
$34.1M 0.01%
2,000,681
+265,037
963
$34.1M 0.01%
2,869,477
-73,706
964
$34M 0.01%
1,066,111
+91,275
965
$33.7M 0.01%
298,100
+32,242
966
$33.7M 0.01%
26,965
+2,730
967
$33.4M 0.01%
733,534
-5,498
968
$33.4M 0.01%
1,852,800
-748,500
969
$33.4M 0.01%
885,458
-229,325
970
$33.3M 0.01%
3,768,674
+382,015
971
$33.1M 0.01%
498,821
+1,487
972
$33.1M 0.01%
540,436
-26,825
973
$33M 0.01%
786,430
-13,841
974
$33M 0.01%
715,537
+72,636
975
$32.9M 0.01%
2,346,030
+163,649