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
3226
$519K ﹤0.01%
62,738
-42,570
3227
$517K ﹤0.01%
42,844
-2,125
3228
$517K ﹤0.01%
228,564
+63,046
3229
$516K ﹤0.01%
60,485
+44,186
3230
$516K ﹤0.01%
+37,549
3231
$514K ﹤0.01%
+6,845
3232
$513K ﹤0.01%
14,575
-668
3233
$513K ﹤0.01%
18,035
+5,911
3234
$510K ﹤0.01%
47,934
+36,188
3235
$506K ﹤0.01%
29,148
-3,918
3236
$505K ﹤0.01%
37,360
-2,760
3237
$505K ﹤0.01%
33,308
-5,395
3238
$503K ﹤0.01%
6,858
-733
3239
$502K ﹤0.01%
+96,124
3240
$498K ﹤0.01%
25,488
-1,079
3241
$496K ﹤0.01%
17,750
-6,865
3242
$495K ﹤0.01%
47,831
+7,061
3243
$494K ﹤0.01%
19,613
-17,668
3244
$493K ﹤0.01%
19,258
-339
3245
$491K ﹤0.01%
9,856
+2,260
3246
$489K ﹤0.01%
41,902
-175,820
3247
$487K ﹤0.01%
54,716
-10,844
3248
$486K ﹤0.01%
20,628
+654
3249
$483K ﹤0.01%
25,969
-2,444
3250
$481K ﹤0.01%
18,025
-88,229