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
2576
$2.83M ﹤0.01%
14,994
-345
2577
$2.83M ﹤0.01%
176,164
-7,888
2578
$2.82M ﹤0.01%
993,768
+509,742
2579
$2.82M ﹤0.01%
451,956
+11,694
2580
$2.81M ﹤0.01%
70,951
-14,008
2581
$2.81M ﹤0.01%
127,284
+32,588
2582
$2.79M ﹤0.01%
109,526
+46,006
2583
$2.79M ﹤0.01%
469,038
-1,610
2584
$2.79M ﹤0.01%
119,165
-6,439
2585
$2.79M ﹤0.01%
88,443
-3,533
2586
$2.77M ﹤0.01%
86,479
-17,694
2587
$2.77M ﹤0.01%
80,237
+57,804
2588
$2.77M ﹤0.01%
358,220
-11,226
2589
$2.76M ﹤0.01%
344,698
-385,785
2590
$2.76M ﹤0.01%
136,868
-5,196
2591
$2.76M ﹤0.01%
466,201
-183,101
2592
$2.74M ﹤0.01%
104,629
+11,085
2593
$2.74M ﹤0.01%
36,663
-1,070
2594
$2.73M ﹤0.01%
169,341
+22,964
2595
$2.73M ﹤0.01%
171,967
+37,364
2596
$2.73M ﹤0.01%
128,842
+1,549
2597
$2.72M ﹤0.01%
266,187
-24,170
2598
$2.71M ﹤0.01%
85,912
-1,400
2599
$2.71M ﹤0.01%
261,005
-43,473
2600
$2.71M ﹤0.01%
214,998
-10,424