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
1576
$10.4M ﹤0.01%
535,502
+85,733
1577
$10.3M ﹤0.01%
613,326
+15,262
1578
$10.3M ﹤0.01%
326,579
+35,953
1579
$10.3M ﹤0.01%
122,839
+1,890
1580
$10.3M ﹤0.01%
554,796
-58,629
1581
$10.3M ﹤0.01%
308,274
-100,760
1582
$10.2M ﹤0.01%
93,751
-203,562
1583
$10.2M ﹤0.01%
479,781
-96,171
1584
$10.2M ﹤0.01%
130,446
+2,849
1585
$10.2M ﹤0.01%
542,749
+25,895
1586
$10.2M ﹤0.01%
2,055,592
+1,941,263
1587
$10.2M ﹤0.01%
1,606,381
-60,670
1588
$10.1M ﹤0.01%
131,210
-3,338
1589
$10.1M ﹤0.01%
+152,306
1590
$10.1M ﹤0.01%
154,082
+8,956
1591
$10.1M ﹤0.01%
507,185
-21,414
1592
$10.1M ﹤0.01%
342,107
+39,613
1593
$10.1M ﹤0.01%
248,462
-12,909
1594
0
1595
$10.1M ﹤0.01%
391,415
+842
1596
$10.1M ﹤0.01%
37,555
+25,692
1597
$10.1M ﹤0.01%
2,142,365
-303,721
1598
$10.1M ﹤0.01%
204,595
-105,967
1599
$10.1M ﹤0.01%
3,243,099
+820
1600
$10M ﹤0.01%
286,214
-763,360