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
$415B
AUM Growth
+$20.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,176
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$822M
3 +$382M
4
MDB icon
MongoDB
MDB
+$357M
5
GRAB icon
Grab
GRAB
+$317M

Top Sells

1 +$878M
2 +$453M
3 +$356M
4
BABA icon
Alibaba
BABA
+$321M
5
CRWD icon
CrowdStrike
CRWD
+$302M

Sector Composition

1 Technology 21.57%
2 Healthcare 12.66%
3 Financials 12.56%
4 Consumer Discretionary 11.6%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$3.65M ﹤0.01%
415,436
-59,800
2477
$3.65M ﹤0.01%
331,192
+174,657
2478
$3.64M ﹤0.01%
390,493
-48,667
2479
$3.63M ﹤0.01%
1,316,478
-234,927
2480
$3.63M ﹤0.01%
58,584
-26,223
2481
$3.61M ﹤0.01%
1,459,731
-26,812
2482
$3.6M ﹤0.01%
74,795
+400
2483
$3.6M ﹤0.01%
187,682
+9,353
2484
$3.6M ﹤0.01%
244,689
+51,178
2485
$3.59M ﹤0.01%
430,027
+31,486
2486
$3.59M ﹤0.01%
213,932
-24,738
2487
$3.58M ﹤0.01%
124,156
-307,825
2488
$3.58M ﹤0.01%
8,158
+2,214
2489
$3.57M ﹤0.01%
170,128
+1,812
2490
$3.57M ﹤0.01%
121,533
+13,374
2491
$3.56M ﹤0.01%
+32,000
2492
$3.56M ﹤0.01%
410,059
-8,815
2493
$3.56M ﹤0.01%
74,114
-2,812
2494
$3.56M ﹤0.01%
49,588
+13,447
2495
$3.56M ﹤0.01%
689,010
-128,176
2496
$3.55M ﹤0.01%
139,194
+12,170
2497
$3.54M ﹤0.01%
87,089
+18,111
2498
$3.52M ﹤0.01%
146,255
-44,128
2499
$3.51M ﹤0.01%
59,511
-848,929
2500
$3.5M ﹤0.01%
188,207
+6,566