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
2601
$2.7M ﹤0.01%
37,745
-358
2602
$2.7M ﹤0.01%
+57,949
2603
$2.69M ﹤0.01%
192,062
+44,792
2604
$2.68M ﹤0.01%
+175,591
2605
$2.68M ﹤0.01%
27,469
-526
2606
$2.67M ﹤0.01%
99,809
+4,593
2607
$2.65M ﹤0.01%
150,294
-5,812
2608
$2.64M ﹤0.01%
79,377
-289
2609
$2.64M ﹤0.01%
96,009
-4,367
2610
$2.63M ﹤0.01%
131,193
-3,012
2611
$2.62M ﹤0.01%
190,649
-37,259
2612
$2.6M ﹤0.01%
119,024
+1,048
2613
$2.6M ﹤0.01%
153,593
+50,046
2614
$2.59M ﹤0.01%
112,939
+12,236
2615
$2.59M ﹤0.01%
630,000
2616
$2.59M ﹤0.01%
89,486
-1,345
2617
$2.58M ﹤0.01%
13,287
+400
2618
$2.56M ﹤0.01%
69,040
+964
2619
$2.55M ﹤0.01%
64,529
-4,319
2620
$2.54M ﹤0.01%
100,168
+9,252
2621
$2.54M ﹤0.01%
198,191
-17,669
2622
$2.53M ﹤0.01%
77,348
-9,300
2623
$2.53M ﹤0.01%
165,477
+35,000
2624
$2.52M ﹤0.01%
203,499
-13,731
2625
$2.51M ﹤0.01%
70,768
+52,608