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
1426
$13.7M ﹤0.01%
1,477,828
-23,846
1427
$13.7M ﹤0.01%
618,909
+230,957
1428
$13.7M ﹤0.01%
866,571
+116,153
1429
$13.7M ﹤0.01%
152,104
+62,621
1430
$13.7M ﹤0.01%
555,281
+26,766
1431
$13.6M ﹤0.01%
97,685
-19,433
1432
$13.6M ﹤0.01%
+988,731
1433
$13.6M ﹤0.01%
426,225
+43,460
1434
$13.6M ﹤0.01%
343,500
+39,200
1435
$13.6M ﹤0.01%
280,776
-14,624
1436
$13.6M ﹤0.01%
440,992
+303,878
1437
$13.5M ﹤0.01%
470,847
+311,078
1438
$13.5M ﹤0.01%
580,636
-141,626
1439
$13.5M ﹤0.01%
362,675
+162,865
1440
$13.4M ﹤0.01%
571,600
-80,496
1441
$13.4M ﹤0.01%
+984,963
1442
$13.4M ﹤0.01%
898,271
+831
1443
$13.3M ﹤0.01%
331,411
+19,959
1444
$13.3M ﹤0.01%
1,553,038
-1,598,467
1445
$13.3M ﹤0.01%
130,064
+26,103
1446
$13.3M ﹤0.01%
256,028
+58,254
1447
$13.3M ﹤0.01%
923,746
+22,508
1448
$13.3M ﹤0.01%
667,210
+2,013
1449
$13.3M ﹤0.01%
534,360
-123,649
1450
$13.2M ﹤0.01%
+224,841