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
3176
$447K ﹤0.01%
54,460
-240
3177
$445K ﹤0.01%
55,575
+751
3178
$445K ﹤0.01%
27,619
+966
3179
$440K ﹤0.01%
+3,221
3180
$435K ﹤0.01%
2,667
+119
3181
$430K ﹤0.01%
39,228
-1,162
3182
$430K ﹤0.01%
20,553
-2,775
3183
$427K ﹤0.01%
12,560
+350
3184
$427K ﹤0.01%
3,836
+548
3185
$427K ﹤0.01%
+27,503
3186
$426K ﹤0.01%
28,287
-6,889
3187
$425K ﹤0.01%
13,192
+370
3188
$424K ﹤0.01%
+32,602
3189
$423K ﹤0.01%
19,286
-228
3190
$423K ﹤0.01%
10,699
-7,260
3191
$420K ﹤0.01%
47,672
-2,945
3192
$417K ﹤0.01%
24,611
-1,613
3193
$416K ﹤0.01%
27,742
-1,830
3194
$416K ﹤0.01%
58,039
-251,784
3195
$415K ﹤0.01%
5,413
+41
3196
$415K ﹤0.01%
82,495
+5,486
3197
$414K ﹤0.01%
37,811
-1,410
3198
$412K ﹤0.01%
+20,023
3199
$412K ﹤0.01%
462,800
-4,061,292
3200
$410K ﹤0.01%
138,206
+1,734