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
1301
$16.7M 0.01%
101,155
+5,645
1302
$16.6M 0.01%
603,824
-68,425
1303
$16.6M 0.01%
893,320
+105,095
1304
$16.6M 0.01%
430,166
+120,097
1305
$16.6M 0.01%
235,839
+81,569
1306
$16.6M 0.01%
267,595
-202,272
1307
$16.6M 0.01%
405,035
+250,465
1308
$16.5M 0.01%
378,307
+57,593
1309
$16.5M 0.01%
586,534
-64,863
1310
$16.5M 0.01%
597,335
+381,699
1311
$16.5M 0.01%
569,393
-155,124
1312
$16.5M 0.01%
306,316
+21,274
1313
$16.5M 0.01%
344,312
-35,716
1314
$16.4M 0.01%
513,659
+408,389
1315
$16.4M 0.01%
2,770,912
+1,664,430
1316
$16.4M 0.01%
349,829
-807,122
1317
$16.4M 0.01%
191,905
-8,952
1318
$16.4M 0.01%
383,372
-11,512
1319
$16.4M 0.01%
697,109
+129,877
1320
$16.3M 0.01%
472,050
-42,147
1321
$16.2M 0.01%
733,412
+283,988
1322
$16.2M 0.01%
395,674
+1,348
1323
$16.2M 0.01%
1,468,332
+26,356
1324
$16.2M 0.01%
481,326
+210,252
1325
$16.1M 0.01%
164,161
-20,391