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
1876
$6.66M ﹤0.01%
12,358
+132
1877
$6.66M ﹤0.01%
875,735
-18,689
1878
$6.64M ﹤0.01%
238,553
-50,651
1879
$6.64M ﹤0.01%
227,009
-3,307
1880
$6.63M ﹤0.01%
203,194
+13,966
1881
$6.63M ﹤0.01%
157,013
+89,636
1882
$6.59M ﹤0.01%
258,453
-9,482
1883
$6.58M ﹤0.01%
2,268,016
-295,813
1884
$6.56M ﹤0.01%
106,406
-15,528
1885
$6.56M ﹤0.01%
979,400
+348,761
1886
$6.55M ﹤0.01%
198,904
+22,336
1887
$6.55M ﹤0.01%
23,888
-48,588
1888
$6.54M ﹤0.01%
414,966
+80,102
1889
$6.52M ﹤0.01%
237,067
+103,842
1890
$6.51M ﹤0.01%
122,015
+3,381
1891
$6.49M ﹤0.01%
264,822
+128,908
1892
$6.49M ﹤0.01%
620,889
-3,722
1893
$6.48M ﹤0.01%
476,703
+96,485
1894
$6.48M ﹤0.01%
459,407
+80,686
1895
$6.47M ﹤0.01%
645,056
-883,979
1896
$6.46M ﹤0.01%
282,223
+144,106
1897
$6.45M ﹤0.01%
87,460
+11,802
1898
$6.45M ﹤0.01%
178,381
+576
1899
$6.45M ﹤0.01%
83,890
+49,056
1900
$6.44M ﹤0.01%
436,416
-218,785