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
$415B
AUM Growth
+$20.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,176
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$822M
3 +$382M
4
MDB icon
MongoDB
MDB
+$357M
5
GRAB icon
Grab
GRAB
+$317M

Top Sells

1 +$878M
2 +$453M
3 +$356M
4
BABA icon
Alibaba
BABA
+$321M
5
CRWD icon
CrowdStrike
CRWD
+$302M

Sector Composition

1 Technology 21.57%
2 Healthcare 12.66%
3 Financials 12.56%
4 Consumer Discretionary 11.6%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$433K ﹤0.01%
2,195
-446
3327
$433K ﹤0.01%
+9,492
3328
$432K ﹤0.01%
14,930
-1,274
3329
$432K ﹤0.01%
44,100
-2,858
3330
$432K ﹤0.01%
51,144
-3,818
3331
$432K ﹤0.01%
2,890
-2,127
3332
$431K ﹤0.01%
190,364
-12,021
3333
$431K ﹤0.01%
20,773
+325
3334
$431K ﹤0.01%
57,992
-13,682
3335
$427K ﹤0.01%
110,642
+10,136
3336
$426K ﹤0.01%
14,572
-498
3337
$426K ﹤0.01%
108,367
-7,021
3338
$426K ﹤0.01%
51,461
-3,331
3339
$425K ﹤0.01%
15,658
-1,889
3340
$424K ﹤0.01%
1,229
+116
3341
$423K ﹤0.01%
20,902
-31,086
3342
$423K ﹤0.01%
96,697
-33,088
3343
$423K ﹤0.01%
31,235
+21,206
3344
$422K ﹤0.01%
39,273
+7,021
3345
$422K ﹤0.01%
+16,345
3346
$421K ﹤0.01%
+8,000
3347
$420K ﹤0.01%
26,361
-1,507
3348
$415K ﹤0.01%
21,801
+11,545
3349
$415K ﹤0.01%
18,926
-6,540
3350
$413K ﹤0.01%
10,965
-947