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
3526
$241K ﹤0.01%
2,057
-16
3527
$239K ﹤0.01%
16,382
-65,526
3528
$239K ﹤0.01%
+7,931
3529
$238K ﹤0.01%
+27,920
3530
$238K ﹤0.01%
11,854
-825
3531
$238K ﹤0.01%
11,602
-3,227
3532
$236K ﹤0.01%
16,216
-17,031
3533
$235K ﹤0.01%
+3,191
3534
$234K ﹤0.01%
+5,675
3535
$233K ﹤0.01%
25,568
-17,649
3536
$231K ﹤0.01%
41,920
-27,731
3537
$230K ﹤0.01%
+1,358
3538
$227K ﹤0.01%
21,471
-10,328
3539
$226K ﹤0.01%
22,600
-13,864
3540
$225K ﹤0.01%
2,217
+324
3541
$224K ﹤0.01%
9,126
-442,143
3542
$224K ﹤0.01%
+7,053
3543
$224K ﹤0.01%
34,320
-271
3544
$221K ﹤0.01%
+11,872
3545
$221K ﹤0.01%
+7,745
3546
$220K ﹤0.01%
+6,084
3547
$220K ﹤0.01%
9,126
-47,406
3548
$220K ﹤0.01%
54,411
-44,482
3549
$219K ﹤0.01%
+8,127
3550
$219K ﹤0.01%
8,922
-5,284