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
3276
$458K ﹤0.01%
4,916
-391
3277
$457K ﹤0.01%
17,992
+330
3278
$456K ﹤0.01%
116,727
-47,239
3279
$455K ﹤0.01%
4,083
+1,336
3280
$453K ﹤0.01%
+14,846
3281
$452K ﹤0.01%
14,356
-20,350
3282
$451K ﹤0.01%
+215,819
3283
$451K ﹤0.01%
30,564
-1,600
3284
$448K ﹤0.01%
18,622
+8,515
3285
$446K ﹤0.01%
44,250
-12,983
3286
$444K ﹤0.01%
52,300
-155,151
3287
$441K ﹤0.01%
18,307
-657,173
3288
$439K ﹤0.01%
29,475
+9,702
3289
$439K ﹤0.01%
8,955
3290
$437K ﹤0.01%
+21,220
3291
$435K ﹤0.01%
3,510
+2,331
3292
$435K ﹤0.01%
15,769
+6,262
3293
$434K ﹤0.01%
88,375
-26,903
3294
$433K ﹤0.01%
+17,582
3295
$432K ﹤0.01%
12,605
+2,462
3296
$431K ﹤0.01%
94,936
-12,137
3297
$431K ﹤0.01%
60,982
-57,129
3298
$431K ﹤0.01%
9,203
-1,019
3299
$431K ﹤0.01%
26,864
-2,575
3300
$430K ﹤0.01%
+15,845