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
2776
$1.67M ﹤0.01%
126,172
-2,628
2777
$1.66M ﹤0.01%
68,347
-293,744
2778
$1.66M ﹤0.01%
32,091
-2,041
2779
$1.66M ﹤0.01%
+25,508
2780
$1.65M ﹤0.01%
10,174
+472
2781
$1.64M ﹤0.01%
60,304
-1,445
2782
$1.64M ﹤0.01%
170,883
-6,335
2783
$1.64M ﹤0.01%
129,263
-19,236
2784
$1.63M ﹤0.01%
104,632
-45,721
2785
$1.63M ﹤0.01%
90,809
-17,988
2786
$1.63M ﹤0.01%
152,759
-161,010
2787
$1.62M ﹤0.01%
100,187
-23,421
2788
$1.62M ﹤0.01%
103,085
-13,798
2789
$1.62M ﹤0.01%
19,729
-88,022
2790
$1.62M ﹤0.01%
69,896
-5,301
2791
$1.6M ﹤0.01%
49,317
-12,970
2792
$1.59M ﹤0.01%
+18,039
2793
$1.59M ﹤0.01%
89,003
-1,452
2794
$1.59M ﹤0.01%
69,395
+6,493
2795
$1.59M ﹤0.01%
+124,374
2796
$1.59M ﹤0.01%
189,309
-112,629
2797
$1.58M ﹤0.01%
52,629
-6,746
2798
$1.58M ﹤0.01%
199,990
-46,587
2799
$1.58M ﹤0.01%
401,079
+48,698
2800
$1.57M ﹤0.01%
105,996
+39,316