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
1951
$5.8M ﹤0.01%
560,786
+474,710
1952
$5.76M ﹤0.01%
378,748
-88,324
1953
$5.76M ﹤0.01%
357,964
+39,094
1954
$5.76M ﹤0.01%
90,746
+69,737
1955
$5.75M ﹤0.01%
171,783
+36,623
1956
$5.74M ﹤0.01%
+376,371
1957
$5.71M ﹤0.01%
369,677
-15,117
1958
$5.7M ﹤0.01%
80,176
+16,389
1959
$5.68M ﹤0.01%
136,569
-2,981
1960
$5.66M ﹤0.01%
126,083
+3,178
1961
$5.66M ﹤0.01%
422,147
-108,108
1962
$5.65M ﹤0.01%
+281,406
1963
$5.65M ﹤0.01%
164,252
+44,721
1964
$5.63M ﹤0.01%
145,940
+76,769
1965
$5.63M ﹤0.01%
81,131
1966
$5.61M ﹤0.01%
384,469
+44,619
1967
$5.61M ﹤0.01%
278,587
-101,863
1968
$5.6M ﹤0.01%
308,357
+126,780
1969
$5.59M ﹤0.01%
+1,402,055
1970
$5.59M ﹤0.01%
46,279
-17,502
1971
$5.58M ﹤0.01%
668,334
-38,984
1972
$5.57M ﹤0.01%
357,981
-2,423
1973
$5.55M ﹤0.01%
353,344
+51,654
1974
$5.54M ﹤0.01%
75,543
+10,287
1975
$5.54M ﹤0.01%
129,955
+33,518