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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
4001
-10,633
4002
-17,384
4003
-13,671
4004
-205,120
4005
-8,309
4006
-54,046
4007
-463
4008
-21,611
4009
-13,081
4010
-770,957
4011
-20,370
4012
-9,144
4013
-16,579
4014
-10,414
4015
-81,922
4016
-13,096
4017
-67,104
4018
-2,031
4019
-1,649,671
4020
-35,360
4021
-15,222
4022
-430,348
4023
-630,583
4024
-46,246
4025
-82,489