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
3376
$208K ﹤0.01%
11,855
-8,337
3377
$208K ﹤0.01%
102,341
-6,745
3378
$207K ﹤0.01%
+11,801
3379
$206K ﹤0.01%
5,192
-1,909
3380
$204K ﹤0.01%
42,659
+25,903
3381
$204K ﹤0.01%
6,696
-442
3382
$201K ﹤0.01%
9,786
-2,297
3383
$200K ﹤0.01%
14,704
-1,821
3384
$199K ﹤0.01%
33,423
-2,104
3385
$198K ﹤0.01%
25,883
+3,139
3386
$193K ﹤0.01%
11,866
-768
3387
$186K ﹤0.01%
27,137
-1,762
3388
$185K ﹤0.01%
+37,836
3389
$184K ﹤0.01%
16,698
+1,608
3390
$184K ﹤0.01%
16,425
-1,083
3391
$179K ﹤0.01%
87,105
-888
3392
$179K ﹤0.01%
50,469
-2,546
3393
$178K ﹤0.01%
10,161
-9,682
3394
$178K ﹤0.01%
48,000
-223,100
3395
$178K ﹤0.01%
+14,538
3396
$178K ﹤0.01%
6,211
-611
3397
$177K ﹤0.01%
54,772
-1,734
3398
$177K ﹤0.01%
84,421
-5,567
3399
$170K ﹤0.01%
17,825
-348
3400
$170K ﹤0.01%
173,989
-11,476