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
2726
$1.4M ﹤0.01%
68,046
+102
2727
$1.39M ﹤0.01%
34,017
+24,168
2728
$1.39M ﹤0.01%
66,342
+23,600
2729
$1.39M ﹤0.01%
53,362
-5,938
2730
$1.39M ﹤0.01%
102,456
-5,330
2731
$1.39M ﹤0.01%
97,866
-5,481
2732
$1.39M ﹤0.01%
99,558
-36,468
2733
$1.38M ﹤0.01%
101,142
-4,822
2734
$1.38M ﹤0.01%
32,842
+26,987
2735
$1.37M ﹤0.01%
71,181
+774
2736
$1.37M ﹤0.01%
121,674
+28,786
2737
$1.37M ﹤0.01%
124,639
-258,384
2738
$1.37M ﹤0.01%
103,937
+9,485
2739
$1.37M ﹤0.01%
39,406
+15,361
2740
$1.36M ﹤0.01%
87,789
+43,724
2741
$1.36M ﹤0.01%
100,095
+523
2742
$1.36M ﹤0.01%
166,250
-295,983
2743
$1.35M ﹤0.01%
341,574
-158,889
2744
$1.35M ﹤0.01%
30,320
-90,642
2745
$1.35M ﹤0.01%
100,361
-3,729
2746
$1.34M ﹤0.01%
37,971
-1,104
2747
$1.34M ﹤0.01%
67,541
-943
2748
$1.33M ﹤0.01%
39,225
-960
2749
$1.33M ﹤0.01%
42,919
+1,275
2750
$1.33M ﹤0.01%
17,568
+7,668