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
2651
$1.6M ﹤0.01%
58,472
-33,553
2652
$1.6M ﹤0.01%
196,953
+3,558
2653
$1.6M ﹤0.01%
169,487
-17,398
2654
$1.6M ﹤0.01%
46,560
+17,387
2655
$1.6M ﹤0.01%
47,939
+28,860
2656
$1.59M ﹤0.01%
105,142
-48,343
2657
$1.58M ﹤0.01%
137,949
+4,548
2658
$1.57M ﹤0.01%
65,033
+16,821
2659
$1.56M ﹤0.01%
74,607
+9,011
2660
$1.56M ﹤0.01%
111,189
-16,198
2661
$1.55M ﹤0.01%
+729,000
2662
$1.55M ﹤0.01%
123,274
+52,618
2663
$1.55M ﹤0.01%
1,036,063
+4,197
2664
$1.55M ﹤0.01%
27,139
-12,180
2665
$1.55M ﹤0.01%
26,473
-1,476
2666
$1.55M ﹤0.01%
34,847
-2,332
2667
$1.55M ﹤0.01%
93,648
+5,809
2668
$1.55M ﹤0.01%
41,002
-83,998
2669
$1.55M ﹤0.01%
38,607
-5,563
2670
$1.55M ﹤0.01%
109,508
-33,369
2671
$1.54M ﹤0.01%
84,041
+15,131
2672
$1.54M ﹤0.01%
115,640
+2,875
2673
$1.54M ﹤0.01%
110,094
+25,080
2674
$1.54M ﹤0.01%
110,730
-2,641
2675
$1.54M ﹤0.01%
476,176
+298,185