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
$374B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,993
New
Increased
Reduced
Closed

Top Buys

1 +$582M
2 +$511M
3 +$495M
4
NTES icon
NetEase
NTES
+$420M
5
JD icon
JD.com
JD
+$417M

Top Sells

1 +$529M
2 +$504M
3 +$394M
4
QCOM icon
Qualcomm
QCOM
+$380M
5
CRM icon
Salesforce
CRM
+$366M

Sector Composition

1 Technology 18.92%
2 Consumer Discretionary 13.55%
3 Financials 12.76%
4 Healthcare 12.15%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$919K ﹤0.01%
21,877
-17,920
3002
$917K ﹤0.01%
111,729
-2,448,689
3003
$914K ﹤0.01%
13,695
+6,684
3004
$914K ﹤0.01%
9,794
+1,261
3005
$906K ﹤0.01%
39,557
+20,345
3006
$906K ﹤0.01%
90,320
-10,178
3007
$905K ﹤0.01%
35,085
-6,995
3008
$904K ﹤0.01%
39,876
-279,052
3009
$901K ﹤0.01%
45,470
+505
3010
$899K ﹤0.01%
61,141
-12,055
3011
$895K ﹤0.01%
69,379
-103,875
3012
$892K ﹤0.01%
+35,725
3013
$892K ﹤0.01%
17,398
+5,960
3014
$889K ﹤0.01%
24,285
+9,175
3015
$887K ﹤0.01%
+53,365
3016
$887K ﹤0.01%
13,115
-3,411
3017
$886K ﹤0.01%
12,962
+2,604
3018
$884K ﹤0.01%
132,661
-61,795
3019
$878K ﹤0.01%
18,960
+6,143
3020
$871K ﹤0.01%
19,378
+6,921
3021
$868K ﹤0.01%
122,693
+99,415
3022
$866K ﹤0.01%
26,476
-29,273
3023
$863K ﹤0.01%
144,118
-17,843
3024
$854K ﹤0.01%
42,909
-2,357
3025
$853K ﹤0.01%
84,158
-11,453