Invesco

Invesco Portfolio holdings

AUM $652B
1-Year Est. Return 27.63%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.63%
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 +$913M
2 +$818M
3 +$369M
4
MDB icon
MongoDB
MDB
+$345M
5
GRAB icon
Grab
GRAB
+$339M

Top Sells

1 +$867M
2 +$519M
3 +$393M
4
CRWD icon
CrowdStrike
CRWD
+$360M
5
DOCU
DocuSign
DOCU
+$335M

Sector Composition

1 Technology 21.57%
2 Healthcare 12.66%
3 Financials 12.56%
4 Consumer Discretionary 11.6%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
-139,626
3902
-21,666
3903
-7,814
3904
-37,627
3905
-4,480
3906
-70,709
3907
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3908
-11,230
3909
-6,674
3910
-73,894
3911
-92,272
3912
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3913
-20,109
3914
-293,928
3915
-55,914
3916
-26,849
3917
-170,699
3918
$0 ﹤0.01%
40,939
+222
3919
-160,972
3920
-32,684
3921
-68,715
3922
-373,712
3923
-142,862
3924
-15,974
3925
-61,833