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
$374B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,993
New
Increased
Reduced
Closed

Top Buys

1 +$582M
2 +$511M
3 +$495M
4
NTES icon
NetEase
NTES
+$420M
5
JD icon
JD.com
JD
+$417M

Top Sells

1 +$529M
2 +$504M
3 +$394M
4
QCOM icon
Qualcomm
QCOM
+$380M
5
CRM icon
Salesforce
CRM
+$366M

Sector Composition

1 Technology 18.92%
2 Consumer Discretionary 13.55%
3 Financials 12.76%
4 Healthcare 12.15%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2576
$2.75M ﹤0.01%
75,183
-5,046
2577
$2.74M ﹤0.01%
142,054
+104,878
2578
$2.72M ﹤0.01%
282,712
+48,741
2579
$2.72M ﹤0.01%
69,012
+14,039
2580
$2.71M ﹤0.01%
71,637
-398
2581
$2.71M ﹤0.01%
+69,858
2582
$2.7M ﹤0.01%
+120,251
2583
$2.7M ﹤0.01%
161,400
+1,015
2584
$2.7M ﹤0.01%
30,224
+1,017
2585
$2.7M ﹤0.01%
70,420
-135,227
2586
$2.69M ﹤0.01%
97,197
+3,385
2587
$2.68M ﹤0.01%
822,556
-51,958
2588
$2.68M ﹤0.01%
291,350
-100,840
2589
$2.67M ﹤0.01%
619,072
+117,408
2590
$2.67M ﹤0.01%
90,990
+40,766
2591
$2.67M ﹤0.01%
53,045
+12,988
2592
$2.66M ﹤0.01%
132,484
+115,419
2593
$2.66M ﹤0.01%
87,119
-4,411
2594
$2.65M ﹤0.01%
75,627
-11,321
2595
$2.64M ﹤0.01%
127,549
-91,730
2596
$2.64M ﹤0.01%
59,319
-324
2597
$2.63M ﹤0.01%
98,932
+10,064
2598
$2.61M ﹤0.01%
195,077
+69,315
2599
$2.6M ﹤0.01%
32,197
+6,698
2600
$2.59M ﹤0.01%
154,408
-41,866