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
2951
$1.03M ﹤0.01%
25,162
-555
2952
$1.03M ﹤0.01%
58,252
2953
$1.02M ﹤0.01%
8,935
-1,652
2954
$1.02M ﹤0.01%
39,020
+4,195
2955
$1.02M ﹤0.01%
63,585
-27,991
2956
$1.01M ﹤0.01%
107,726
-5,595
2957
$1.01M ﹤0.01%
55,660
+18,633
2958
$1.01M ﹤0.01%
71,332
+4,220
2959
$1.01M ﹤0.01%
14,894
+127
2960
$1.01M ﹤0.01%
22,307
-760
2961
$1.01M ﹤0.01%
28,517
-3,479
2962
$1M ﹤0.01%
14,707
-2,175
2963
$997K ﹤0.01%
32,252
+354
2964
$996K ﹤0.01%
66,279
+38,286
2965
$993K ﹤0.01%
20,606
-811
2966
$990K ﹤0.01%
117,571
-1,969
2967
$990K ﹤0.01%
277,269
-4,448
2968
$989K ﹤0.01%
184,296
-11,032
2969
$982K ﹤0.01%
72,534
-16,033
2970
$982K ﹤0.01%
16,582
-715
2971
$978K ﹤0.01%
20,513
-2,521
2972
$975K ﹤0.01%
47,520
+1,752
2973
$975K ﹤0.01%
82,672
-1,686
2974
$975K ﹤0.01%
3,292
+169
2975
$967K ﹤0.01%
15,225
-171