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
1551
$10.9M ﹤0.01%
165,292
+142,412
1552
$10.9M ﹤0.01%
338,792
+170,099
1553
$10.9M ﹤0.01%
503,638
+138,514
1554
$10.9M ﹤0.01%
315,144
+119,520
1555
$10.9M ﹤0.01%
370,958
-17,675
1556
$10.8M ﹤0.01%
1,897,894
+339,186
1557
$10.8M ﹤0.01%
351,488
+113,116
1558
$10.7M ﹤0.01%
220,666
+32,279
1559
$10.7M ﹤0.01%
293,694
+178,855
1560
$10.7M ﹤0.01%
33,876
+15,243
1561
$10.7M ﹤0.01%
125,955
-1,171
1562
$10.7M ﹤0.01%
176,316
+22,844
1563
$10.6M ﹤0.01%
962,295
+323,718
1564
$10.6M ﹤0.01%
438,158
+202,936
1565
$10.6M ﹤0.01%
859,163
-18,537
1566
$10.5M ﹤0.01%
445,551
+121,370
1567
$10.5M ﹤0.01%
459,297
-15,201
1568
$10.5M ﹤0.01%
238,920
+80,550
1569
$10.5M ﹤0.01%
784,534
+64,566
1570
$10.5M ﹤0.01%
9,986
+3,568
1571
$10.5M ﹤0.01%
166,149
+94,858
1572
$10.5M ﹤0.01%
501,345
+74,244
1573
$10.5M ﹤0.01%
297,839
+84,030
1574
$10.4M ﹤0.01%
247,971
-55,265
1575
$10.4M ﹤0.01%
22,110
-5,751