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
2851
$1.09M ﹤0.01%
3,976
-5,799
2852
$1.09M ﹤0.01%
56,184
-1,362
2853
$1.09M ﹤0.01%
18,421
-774
2854
$1.08M ﹤0.01%
14,058
+222
2855
$1.08M ﹤0.01%
31,553
-3,492
2856
$1.08M ﹤0.01%
229,835
-77,199
2857
$1.08M ﹤0.01%
26,359
+4,829
2858
$1.08M ﹤0.01%
203,502
+57,358
2859
$1.07M ﹤0.01%
28,270
+4,235
2860
$1.07M ﹤0.01%
195,002
+4,630
2861
$1.07M ﹤0.01%
151,709
-26,323
2862
$1.07M ﹤0.01%
18,200
-667
2863
$1.07M ﹤0.01%
+22,818
2864
$1.07M ﹤0.01%
71,960
-16,770
2865
$1.06M ﹤0.01%
19,735
+249
2866
$1.06M ﹤0.01%
+138,116
2867
$1.06M ﹤0.01%
76,455
-2,733
2868
$1.05M ﹤0.01%
64,105
+388
2869
$1.05M ﹤0.01%
28,173
-119
2870
$1.05M ﹤0.01%
45,262
+3,822
2871
$1.05M ﹤0.01%
210,684
-1,548,528
2872
$1.04M ﹤0.01%
105,538
+1,958
2873
$1.03M ﹤0.01%
111,830
+1,233
2874
$1.03M ﹤0.01%
47,833
+3,450
2875
$1.03M ﹤0.01%
68,743
-115,886