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
3451
$325K ﹤0.01%
14,189
-920
3452
$324K ﹤0.01%
+10,131
3453
$323K ﹤0.01%
12,205
-922
3454
$323K ﹤0.01%
12,909
+2,896
3455
$323K ﹤0.01%
37,131
-7,032
3456
$323K ﹤0.01%
58,638
-680,160
3457
$322K ﹤0.01%
33,789
+14,654
3458
$322K ﹤0.01%
6,270
-850
3459
$321K ﹤0.01%
+12,174
3460
$321K ﹤0.01%
51,089
-18,039
3461
$321K ﹤0.01%
29,886
+5,526
3462
$320K ﹤0.01%
+13,707
3463
$319K ﹤0.01%
39,751
+9,618
3464
$318K ﹤0.01%
5,198
-1,699
3465
$317K ﹤0.01%
22,224
-1,365
3466
$317K ﹤0.01%
9,418
-2,295
3467
$317K ﹤0.01%
81,252
+1,786
3468
$317K ﹤0.01%
8,555
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3469
$317K ﹤0.01%
8,486
-2,718
3470
$315K ﹤0.01%
8,513
-530
3471
$314K ﹤0.01%
12,586
-256
3472
$314K ﹤0.01%
85,230
-5,520
3473
$313K ﹤0.01%
11,414
-2,210
3474
$313K ﹤0.01%
35,487
-2,677
3475
$313K ﹤0.01%
3,881
-251