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
2551
$3.01M ﹤0.01%
+103,228
2552
$3M ﹤0.01%
163,147
+16,382
2553
$2.99M ﹤0.01%
147,664
-1,880
2554
$2.99M ﹤0.01%
185,443
+102,257
2555
$2.99M ﹤0.01%
224,241
+61,990
2556
$2.99M ﹤0.01%
+430,982
2557
$2.98M ﹤0.01%
107,479
+7,256
2558
$2.98M ﹤0.01%
31,421
-5,636
2559
$2.98M ﹤0.01%
972,399
+238,401
2560
$2.97M ﹤0.01%
306,323
+26,098
2561
$2.97M ﹤0.01%
265,862
-145,963
2562
$2.95M ﹤0.01%
14,222
+1,322
2563
$2.95M ﹤0.01%
75,721
-3,670
2564
$2.93M ﹤0.01%
108,346
-12,689
2565
$2.92M ﹤0.01%
39,106
-172,549
2566
$2.91M ﹤0.01%
86,322
+59,755
2567
$2.9M ﹤0.01%
71,779
-2,348
2568
$2.89M ﹤0.01%
192,427
-8,079
2569
$2.88M ﹤0.01%
36,141
-17,741
2570
$2.88M ﹤0.01%
128,130
-4,851
2571
$2.86M ﹤0.01%
260,056
+4,945
2572
$2.85M ﹤0.01%
260,088
+18,387
2573
$2.85M ﹤0.01%
113,321
+606
2574
$2.84M ﹤0.01%
43,896
-278
2575
$2.83M ﹤0.01%
204,425
-3,939