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
3401
$367K ﹤0.01%
19,471
-2,397
3402
$364K ﹤0.01%
38,394
-1,138
3403
$364K ﹤0.01%
112,796
-18,293
3404
$363K ﹤0.01%
11,747
+8,497
3405
$363K ﹤0.01%
96,328
-6,240
3406
$363K ﹤0.01%
21,980
+6,752
3407
$362K ﹤0.01%
116,536
-7,544
3408
$361K ﹤0.01%
25,128
-1,628
3409
$361K ﹤0.01%
+13,817
3410
$360K ﹤0.01%
3,780
+121
3411
$359K ﹤0.01%
6,359
-38
3412
$359K ﹤0.01%
114,741
-7,429
3413
$358K ﹤0.01%
+14,316
3414
$357K ﹤0.01%
13,128
+7,007
3415
$357K ﹤0.01%
12,401
-4,397
3416
$356K ﹤0.01%
21,294
-1,509
3417
$356K ﹤0.01%
71,086
-13,857
3418
$356K ﹤0.01%
31,412
-2,128
3419
$356K ﹤0.01%
+8,948
3420
$354K ﹤0.01%
24,339
-414,463
3421
$353K ﹤0.01%
51,586
-288
3422
$353K ﹤0.01%
52,615
-3,857
3423
$352K ﹤0.01%
2,915
-144
3424
$352K ﹤0.01%
52,630
-20,318
3425
$351K ﹤0.01%
14,795
+533