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
3726
$134K ﹤0.01%
10,011
-1,190
3727
$134K ﹤0.01%
49,243
-1,572
3728
$133K ﹤0.01%
11,240
-1,496
3729
$133K ﹤0.01%
+150
3730
$132K ﹤0.01%
25,629
+16,570
3731
$131K ﹤0.01%
14,301
-1,119
3732
$131K ﹤0.01%
32,360
-2,097
3733
$131K ﹤0.01%
4,309
+397
3734
$130K ﹤0.01%
+14,919
3735
$128K ﹤0.01%
11,161
-1,843
3736
$128K ﹤0.01%
5,211
-474
3737
$128K ﹤0.01%
41,029
-3,481
3738
$127K ﹤0.01%
2,165
-1,602
3739
$126K ﹤0.01%
123
+11
3740
$126K ﹤0.01%
20,430
+970
3741
$125K ﹤0.01%
13,422
-8,123
3742
$124K ﹤0.01%
17,909
+1,846
3743
$124K ﹤0.01%
22,683
-17,877
3744
$121K ﹤0.01%
18,159
+1,058
3745
$120K ﹤0.01%
51,128
+578
3746
$120K ﹤0.01%
21,244
-3,414
3747
$116K ﹤0.01%
1,780
-351
3748
$115K ﹤0.01%
3,297
+303
3749
$114K ﹤0.01%
16,840
-1,090
3750
$114K ﹤0.01%
21,695
-22,651