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
3001
$922K ﹤0.01%
57,891
+4,443
3002
$921K ﹤0.01%
+55,365
3003
$920K ﹤0.01%
39,455
+13,076
3004
$920K ﹤0.01%
51,925
+2,730
3005
$919K ﹤0.01%
35,888
-1,265
3006
$918K ﹤0.01%
2,603
+429
3007
$917K ﹤0.01%
29,835
+2,440
3008
$917K ﹤0.01%
9,206
+798
3009
$913K ﹤0.01%
1,914
-1,349
3010
$913K ﹤0.01%
123,374
+18,104
3011
$913K ﹤0.01%
11,011
-1,471
3012
$909K ﹤0.01%
29,612
+2,428
3013
$906K ﹤0.01%
+37,565
3014
$904K ﹤0.01%
47,481
+913
3015
$904K ﹤0.01%
103,853
-1,006,883
3016
$903K ﹤0.01%
48,021
-13,712
3017
$901K ﹤0.01%
18,863
-2,646
3018
$901K ﹤0.01%
17,908
-2,251
3019
$900K ﹤0.01%
12,812
+2,674
3020
$898K ﹤0.01%
87,622
-5,674
3021
$898K ﹤0.01%
72,071
-9,391
3022
$896K ﹤0.01%
41,777
+32,269
3023
$895K ﹤0.01%
37,776
+9,498
3024
$894K ﹤0.01%
63,732
-7,360
3025
$892K ﹤0.01%
66,412
+18,828