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
2876
$1.03M ﹤0.01%
11,627
-7,621
2877
$1.03M ﹤0.01%
115,239
+19,276
2878
$1.03M ﹤0.01%
55,953
-25,481
2879
$1.02M ﹤0.01%
293,766
-9,857
2880
$1.02M ﹤0.01%
38,195
+1,376
2881
$1.02M ﹤0.01%
+117,169
2882
$1.02M ﹤0.01%
159,364
-375,623
2883
$1.02M ﹤0.01%
21,094
+351
2884
$1.02M ﹤0.01%
+33,306
2885
$1.02M ﹤0.01%
49,158
-10,517
2886
$1.01M ﹤0.01%
58,244
-44,727
2887
$1.01M ﹤0.01%
140,789
+3,311
2888
$1.01M ﹤0.01%
42,526
+4,891
2889
$1.01M ﹤0.01%
70,046
-2,537
2890
$1M ﹤0.01%
25,958
-5,303
2891
$1M ﹤0.01%
112,081
-4,707
2892
$1M ﹤0.01%
141,920
+15,041
2893
$996K ﹤0.01%
27,466
-60,925
2894
$991K ﹤0.01%
58,373
+76
2895
$988K ﹤0.01%
76,149
-2,180
2896
$988K ﹤0.01%
52,512
-866,987
2897
$984K ﹤0.01%
+9,963
2898
$979K ﹤0.01%
69,931
-82,242
2899
$978K ﹤0.01%
45,138
-1,797
2900
$974K ﹤0.01%
20,771
-223