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
2826
$1.46M ﹤0.01%
174,055
+19,952
2827
$1.45M ﹤0.01%
15,608
+8,888
2828
$1.45M ﹤0.01%
330,198
+42,241
2829
$1.45M ﹤0.01%
31,475
+7,531
2830
$1.45M ﹤0.01%
25,260
2831
$1.44M ﹤0.01%
32,169
-129,017
2832
$1.44M ﹤0.01%
117,458
+39,111
2833
$1.44M ﹤0.01%
30,724
+5,528
2834
$1.44M ﹤0.01%
54,047
+16,569
2835
$1.43M ﹤0.01%
28,164
+17,659
2836
$1.43M ﹤0.01%
27,749
+4,776
2837
$1.43M ﹤0.01%
44,134
-3,464
2838
$1.43M ﹤0.01%
36,473
-18,785
2839
$1.43M ﹤0.01%
105,447
+42,856
2840
$1.43M ﹤0.01%
17,105
-4,503
2841
$1.42M ﹤0.01%
188,352
-78,364
2842
$1.42M ﹤0.01%
16,239
-547
2843
$1.42M ﹤0.01%
60,993
-6,624
2844
$1.41M ﹤0.01%
30,940
+11,626
2845
$1.41M ﹤0.01%
31,087
+2,860
2846
$1.41M ﹤0.01%
19,663
-284
2847
$1.41M ﹤0.01%
27,078
-779
2848
$1.4M ﹤0.01%
209,234
-12,602
2849
$1.39M ﹤0.01%
40,805
-608
2850
$1.38M ﹤0.01%
47,790
+2,805