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
3301
$429K ﹤0.01%
+17,440
3302
$429K ﹤0.01%
106,178
-65,707
3303
$428K ﹤0.01%
65,891
+25,087
3304
$428K ﹤0.01%
34,895
-2,774
3305
$426K ﹤0.01%
23,302
+915
3306
$422K ﹤0.01%
26,123
-3,920
3307
$422K ﹤0.01%
349,946
-97,908
3308
$422K ﹤0.01%
24,607
+14,008
3309
$421K ﹤0.01%
46,513
-208
3310
$420K ﹤0.01%
+112,286
3311
$420K ﹤0.01%
7,449
-93,151
3312
$419K ﹤0.01%
183,643
+6,605
3313
$419K ﹤0.01%
+13,847
3314
$416K ﹤0.01%
+8,862
3315
$415K ﹤0.01%
43,156
+8,806
3316
$415K ﹤0.01%
9,054
-8,099
3317
$415K ﹤0.01%
77,851
-108,763
3318
$412K ﹤0.01%
38,393
-14,833
3319
$410K ﹤0.01%
28,202
-3,896
3320
$409K ﹤0.01%
+17,065
3321
$408K ﹤0.01%
+13,698
3322
$408K ﹤0.01%
83,472
-25,286
3323
$406K ﹤0.01%
23,235
+6,440
3324
$405K ﹤0.01%
28,872
+4,982
3325
$405K ﹤0.01%
2,443
+244