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
1051
$27.2M 0.01%
107,434
+29,543
1052
$27.2M 0.01%
1,208,667
+339,667
1053
$27.1M 0.01%
278,984
-1,403
1054
$26.9M 0.01%
1,254,877
-41,854
1055
$26.9M 0.01%
977,993
+566,324
1056
$26.9M 0.01%
359,835
-17,945
1057
$26.8M 0.01%
366,669
+69,272
1058
$26.8M 0.01%
316,870
+168,683
1059
$26.8M 0.01%
847,958
-69,931
1060
$26.8M 0.01%
288,524
+29,164
1061
$26.8M 0.01%
1,309,123
-10,808
1062
$26.8M 0.01%
269,972
-33,477
1063
$26.6M 0.01%
345,810
+746
1064
$26.5M 0.01%
934,626
-17,362
1065
$26.4M 0.01%
380,839
+176,928
1066
$26.3M 0.01%
1,414,998
+148,836
1067
$26.3M 0.01%
1,804,179
-220,141
1068
$26.2M 0.01%
295,377
+133,662
1069
$26.1M 0.01%
275,495
+50,162
1070
$26.1M 0.01%
207,801
+10,733
1071
$26M 0.01%
1,226,197
-45,977
1072
$26M 0.01%
521,331
+31,828
1073
$26M 0.01%
335,406
+249,728
1074
$25.9M 0.01%
667,585
+164,603
1075
$25.7M 0.01%
352,311
+27,095