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
3301
$281K ﹤0.01%
+396
3302
$281K ﹤0.01%
4,447
+112
3303
$280K ﹤0.01%
18
-1
3304
$280K ﹤0.01%
+27,715
3305
$278K ﹤0.01%
9,949
-115
3306
$277K ﹤0.01%
70,221
-4,636
3307
$276K ﹤0.01%
6,560
-327
3308
$274K ﹤0.01%
5,997
-29,109
3309
$274K ﹤0.01%
13,605
-231,617
3310
$274K ﹤0.01%
+5,718
3311
$273K ﹤0.01%
32,024
+7,231
3312
$273K ﹤0.01%
61,241
+6,991
3313
$272K ﹤0.01%
2,153
-143
3314
$271K ﹤0.01%
105,161
-6,935
3315
$269K ﹤0.01%
23,675
-1,501
3316
$268K ﹤0.01%
4,836
+143
3317
$266K ﹤0.01%
72,554
-4,788
3318
$265K ﹤0.01%
11,638
-769
3319
$264K ﹤0.01%
16,155
-130,871
3320
$264K ﹤0.01%
26,023
-46,009
3321
$262K ﹤0.01%
17,888
-1,175
3322
$262K ﹤0.01%
15,892
+521
3323
$261K ﹤0.01%
24,877
-58,600
3324
$260K ﹤0.01%
3,985
-138
3325
$259K ﹤0.01%
4,366
-11,344