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
2426
$2.81M ﹤0.01%
44,520
+1,244
2427
$2.8M ﹤0.01%
139,415
-104,553
2428
$2.8M ﹤0.01%
135,211
+10,747
2429
$2.8M ﹤0.01%
35,767
-194,498
2430
$2.8M ﹤0.01%
76,072
-2,600
2431
$2.78M ﹤0.01%
753,537
+62,260
2432
$2.78M ﹤0.01%
168,394
+18,895
2433
$2.77M ﹤0.01%
+1,295
2434
$2.77M ﹤0.01%
133,059
+58,722
2435
$2.77M ﹤0.01%
97,470
+14,854
2436
$2.76M ﹤0.01%
71,100
+29,903
2437
$2.76M ﹤0.01%
9,070
+87
2438
$2.75M ﹤0.01%
43,185
+4,222
2439
$2.75M ﹤0.01%
33,062
+20,752
2440
$2.75M ﹤0.01%
17,284
-1,325
2441
$2.75M ﹤0.01%
51,566
+6,340
2442
$2.75M ﹤0.01%
299,895
+19,020
2443
$2.75M ﹤0.01%
57,940
+1,422
2444
$2.74M ﹤0.01%
113,392
-4,548
2445
$2.73M ﹤0.01%
594,392
+122,474
2446
$2.73M ﹤0.01%
83,548
+51,392
2447
$2.73M ﹤0.01%
44,169
+17
2448
$2.73M ﹤0.01%
205,152
+46,218
2449
$2.73M ﹤0.01%
159,621
+29,937
2450
$2.72M ﹤0.01%
118,365
-4,068