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
2676
$2.19M ﹤0.01%
46,967
+39,223
2677
$2.18M ﹤0.01%
65,871
-87,018
2678
$2.18M ﹤0.01%
153,814
-9,501
2679
$2.18M ﹤0.01%
391,149
-37,593
2680
$2.17M ﹤0.01%
366,997
+100,746
2681
$2.16M ﹤0.01%
61,569
-16,425
2682
$2.16M ﹤0.01%
79,536
-1,949
2683
$2.15M ﹤0.01%
166,667
-3,933
2684
$2.14M ﹤0.01%
547,231
+100,939
2685
$2.13M ﹤0.01%
40,127
-139
2686
$2.12M ﹤0.01%
118,904
-46,034
2687
$2.12M ﹤0.01%
93,014
-197
2688
$2.12M ﹤0.01%
440,515
-2,199,365
2689
$2.11M ﹤0.01%
69,162
+23,882
2690
$2.11M ﹤0.01%
192,601
+170,676
2691
$2.1M ﹤0.01%
42,170
-20,195
2692
$2.1M ﹤0.01%
49,933
-8,000
2693
$2.08M ﹤0.01%
293,679
+30,718
2694
$2.08M ﹤0.01%
481,070
2695
$2.08M ﹤0.01%
133,112
+105,058
2696
$2.08M ﹤0.01%
109,086
-3,134
2697
$2.07M ﹤0.01%
26,578
+6,700
2698
$2.07M ﹤0.01%
523,527
-103,631
2699
$2.07M ﹤0.01%
145,598
+75,645
2700
$2.06M ﹤0.01%
44,090
-3,879