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
2926
$928K ﹤0.01%
108,197
-2,164
2927
$927K ﹤0.01%
+3,777
2928
$923K ﹤0.01%
+2,216
2929
$922K ﹤0.01%
69,565
-14,427
2930
$919K ﹤0.01%
77,139
-321
2931
$917K ﹤0.01%
160,301
+139,812
2932
$917K ﹤0.01%
75,934
-333
2933
$916K ﹤0.01%
65,037
+8,114
2934
$912K ﹤0.01%
78,556
+11,188
2935
$905K ﹤0.01%
77,992
+1,213
2936
$900K ﹤0.01%
190,301
+29,428
2937
$898K ﹤0.01%
22,361
-1,452
2938
$898K ﹤0.01%
24,636
+201
2939
$896K ﹤0.01%
422,534
+6,191
2940
$893K ﹤0.01%
99,958
-1,007,780
2941
$891K ﹤0.01%
+39,617
2942
$885K ﹤0.01%
9,840
-387
2943
$884K ﹤0.01%
5,333
+464
2944
$882K ﹤0.01%
108,396
+1,031
2945
$879K ﹤0.01%
44,037
+6,969
2946
$878K ﹤0.01%
277,860
+5,441
2947
$877K ﹤0.01%
84,136
-4,380
2948
$875K ﹤0.01%
16,061
+1,312
2949
$875K ﹤0.01%
89,578
+45,132
2950
$875K ﹤0.01%
119,028
+15,025