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
2701
$1.48M ﹤0.01%
30,554
-936
2702
$1.47M ﹤0.01%
119,252
+54,407
2703
$1.47M ﹤0.01%
41,555
+1,596
2704
$1.47M ﹤0.01%
38,820
+448
2705
$1.47M ﹤0.01%
88,404
-5,616
2706
$1.46M ﹤0.01%
80,472
+11,602
2707
$1.45M ﹤0.01%
31,311
-2,049
2708
$1.45M ﹤0.01%
107,769
-125,145
2709
$1.45M ﹤0.01%
81,446
-47,579
2710
$1.44M ﹤0.01%
70,515
-2,327
2711
$1.44M ﹤0.01%
48,009
-30,504
2712
$1.44M ﹤0.01%
97,515
+14,976
2713
$1.44M ﹤0.01%
183,613
+5,301
2714
$1.43M ﹤0.01%
65,082
-9,019
2715
$1.43M ﹤0.01%
13,052
+381
2716
$1.42M ﹤0.01%
198,836
+11,506
2717
$1.42M ﹤0.01%
28,293
-1,807
2718
$1.42M ﹤0.01%
71,087
+58,343
2719
$1.41M ﹤0.01%
105,526
-1,947
2720
$1.41M ﹤0.01%
123,590
-90,370
2721
$1.41M ﹤0.01%
+307,346
2722
$1.41M ﹤0.01%
+24,315
2723
$1.41M ﹤0.01%
61,503
-2,207
2724
$1.41M ﹤0.01%
+187,265
2725
$1.4M ﹤0.01%
503
-21