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
2876
$1.23M ﹤0.01%
40,678
-41,935
2877
$1.23M ﹤0.01%
57,433
-971,756
2878
$1.23M ﹤0.01%
228,285
2879
$1.23M ﹤0.01%
29,135
+3,401
2880
$1.23M ﹤0.01%
178,054
-30,451
2881
$1.22M ﹤0.01%
38,443
-3,778
2882
$1.22M ﹤0.01%
53,721
-3,403
2883
$1.22M ﹤0.01%
42,379
+27,452
2884
$1.22M ﹤0.01%
82,097
+46,933
2885
$1.22M ﹤0.01%
109,280
-7,460
2886
$1.2M ﹤0.01%
77,956
-12,293
2887
$1.2M ﹤0.01%
31,681
-660,773
2888
$1.2M ﹤0.01%
57,316
+1,131
2889
$1.2M ﹤0.01%
12,799
-1,644
2890
$1.19M ﹤0.01%
63,790
-783
2891
$1.19M ﹤0.01%
79,309
-148
2892
$1.19M ﹤0.01%
102,981
-44,085
2893
$1.18M ﹤0.01%
52,898
+7,678
2894
$1.18M ﹤0.01%
112,657
-445,377
2895
$1.17M ﹤0.01%
30,337
+2,676
2896
$1.17M ﹤0.01%
20,271
2897
$1.17M ﹤0.01%
34,744
+4,116
2898
$1.16M ﹤0.01%
8,444
+4,800
2899
$1.16M ﹤0.01%
910,909
+14,434
2900
$1.16M ﹤0.01%
87,044
-6,567