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
$322B
AUM Growth
-$60.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,741
New
Increased
Reduced
Closed

Top Buys

1 +$269M
2 +$222M
3 +$196M
4
OCFT
OneConnect Financial Technology
OCFT
+$167M
5
ZTO icon
ZTO Express
ZTO
+$156M

Top Sells

1 +$10.7B
2 +$9.96B
3 +$7.49B
4
META icon
Meta Platforms (Facebook)
META
+$4.08B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.81B

Sector Composition

1 Financials 15.6%
2 Technology 13.99%
3 Consumer Discretionary 12.05%
4 Healthcare 11.68%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$1.71M ﹤0.01%
29,075
+908
2627
$1.71M ﹤0.01%
31,514
+2,292
2628
$1.7M ﹤0.01%
143,812
+18,128
2629
$1.7M ﹤0.01%
218,086
+206,436
2630
$1.69M ﹤0.01%
39,060
-3,055
2631
$1.69M ﹤0.01%
185,739
+20,079
2632
$1.69M ﹤0.01%
108,384
-19,999
2633
$1.69M ﹤0.01%
137,082
-9,044
2634
$1.69M ﹤0.01%
40,930
-19,565
2635
$1.68M ﹤0.01%
38,943
-5,746
2636
$1.68M ﹤0.01%
84,406
+36,259
2637
$1.67M ﹤0.01%
423,267
+30,981
2638
$1.66M ﹤0.01%
107,848
-7,029
2639
$1.66M ﹤0.01%
1,761,405
-28,462
2640
$1.65M ﹤0.01%
277,346
-9,658
2641
$1.65M ﹤0.01%
24,328
-236,404
2642
$1.65M ﹤0.01%
152,462
-18,189
2643
$1.65M ﹤0.01%
13,912
-5,733
2644
$1.64M ﹤0.01%
37,369
+24,129
2645
$1.64M ﹤0.01%
5,632
+233
2646
$1.64M ﹤0.01%
163,155
+21,053
2647
$1.63M ﹤0.01%
65,129
-1,451
2648
$1.62M ﹤0.01%
102,802
+11,058
2649
$1.61M ﹤0.01%
16,838
-56,338
2650
$1.6M ﹤0.01%
225,152
+153,970