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Invesco

Invesco Portfolio holdings

AUM $653B
1-Year Est. Return 32.84%
 

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
+32.84%
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
3926
-12,922
3927
-18,477
3928
-6,526
3929
-12,942
3930
-88,917
3931
-253,183
3932
-202,722
3933
-11,135
3934
-370,916
3935
-4,284
3936
-15,460
3937
-2,209,125
3938
-679,617
3939
-4,582
3940
0
3941
-38,836
3942
-169,826
3943
-7,044
3944
-2,166
3945
-1,648,459
3946
-18,926
3947
-909,987
3948
-10,156
3949
-843,152
3950
-8,263