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
3476
$273K ﹤0.01%
8,922
-4,794
3477
$273K ﹤0.01%
4,909
-2,342
3478
$271K ﹤0.01%
71,825
-12,998
3479
$270K ﹤0.01%
15,146
+2,906
3480
$269K ﹤0.01%
8,402
-1,027
3481
$268K ﹤0.01%
79,865
-283,580
3482
$267K ﹤0.01%
13,632
-902
3483
$266K ﹤0.01%
+21,608
3484
$265K ﹤0.01%
40,964
-209,821
3485
$264K ﹤0.01%
36,853
-8,286
3486
$262K ﹤0.01%
8,181
-3,469
3487
$262K ﹤0.01%
18,390
-27,183
3488
$262K ﹤0.01%
+10,103
3489
$260K ﹤0.01%
26,398
+4,847
3490
$260K ﹤0.01%
+19,968
3491
$257K ﹤0.01%
3,250
+820
3492
$257K ﹤0.01%
8,503
+2,169
3493
$257K ﹤0.01%
18,512
-7,652
3494
$257K ﹤0.01%
19,231
-3,927
3495
$257K ﹤0.01%
+17,892
3496
$256K ﹤0.01%
+14,864
3497
$255K ﹤0.01%
+11,239
3498
$255K ﹤0.01%
6,561
+4,344
3499
$255K ﹤0.01%
104,058
-77,751
3500
$254K ﹤0.01%
10,722
-333,017