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
2651
$2.33M ﹤0.01%
143,301
-11,219
2652
$2.31M ﹤0.01%
46,571
-43,947
2653
$2.3M ﹤0.01%
70,661
+45,712
2654
$2.3M ﹤0.01%
36,768
-720
2655
$2.29M ﹤0.01%
85,271
+24,419
2656
$2.29M ﹤0.01%
192,918
-38,360
2657
$2.29M ﹤0.01%
65,726
-23,661
2658
$2.27M ﹤0.01%
74,572
-9,267
2659
$2.26M ﹤0.01%
9,068
+913
2660
$2.25M ﹤0.01%
25,772
+6,168
2661
$2.25M ﹤0.01%
231,608
+68,181
2662
$2.24M ﹤0.01%
386,938
2663
$2.24M ﹤0.01%
66,499
+14,809
2664
$2.24M ﹤0.01%
13,442
+12,751
2665
$2.24M ﹤0.01%
126,147
-4,309
2666
$2.24M ﹤0.01%
104,507
+3,822
2667
$2.24M ﹤0.01%
109,621
+42,444
2668
$2.23M ﹤0.01%
78,467
-660
2669
$2.22M ﹤0.01%
55,255
+12,784
2670
$2.21M ﹤0.01%
164,141
+14,409
2671
$2.21M ﹤0.01%
43,875
+26,480
2672
$2.2M ﹤0.01%
61,626
+10,854
2673
$2.19M ﹤0.01%
54,564
+28,810
2674
$2.17M ﹤0.01%
43,857
+3,893
2675
$2.16M ﹤0.01%
36,052
-1,430