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
2001
$5.32M ﹤0.01%
105,609
-19,087
2002
$5.32M ﹤0.01%
94,455
+24,971
2003
$5.3M ﹤0.01%
154,415
+45,841
2004
$5.29M ﹤0.01%
682,896
+146,941
2005
$5.29M ﹤0.01%
130,948
+284
2006
$5.29M ﹤0.01%
198,950
+116,449
2007
$5.29M ﹤0.01%
137,085
+1,785
2008
$5.28M ﹤0.01%
134,821
+34,239
2009
$5.28M ﹤0.01%
113,493
+40,728
2010
$5.28M ﹤0.01%
439,903
+135,341
2011
$5.27M ﹤0.01%
233,419
-22,983
2012
$5.26M ﹤0.01%
77,751
+55,073
2013
$5.26M ﹤0.01%
378,523
-55,395
2014
$5.26M ﹤0.01%
119,445
-87,947
2015
$5.25M ﹤0.01%
360,243
+129,283
2016
$5.25M ﹤0.01%
120,391
-152,408
2017
$5.24M ﹤0.01%
160,359
+11,753
2018
$5.23M ﹤0.01%
206,137
+166,319
2019
$5.21M ﹤0.01%
661,615
+169,121
2020
$5.21M ﹤0.01%
62,042
+38,043
2021
$5.21M ﹤0.01%
412,993
+188,716
2022
$5.21M ﹤0.01%
334,148
+89,972
2023
$5.21M ﹤0.01%
69,624
+11,850
2024
$5.19M ﹤0.01%
328,865
+100,526
2025
$5.16M ﹤0.01%
451,088
-33,454