Invesco

Invesco Portfolio holdings

AUM $652B
1-Year Est. Return 27.61%
 

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
+27.61%
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 21.56%
2 Healthcare 12.66%
3 Financials 12.57%
4 Consumer Discretionary 11.6%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4001
-15,655
4002
-9,325
4003
-19,541
4004
-16,735
4005
-43,460
4006
-12,471
4007
-25
4008
0
4009
0
4010
0
4011
0
4012
-1,820,953
4013
-23,855
4014
-14,644
4015
-9,871
4016
-78
4017
-18,771
4018
-11,629
4019
-14,106
4020
-111,610
4021
-12,458
4022
-382
4023
-8,906
4024
-12,108
4025
-1,166