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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
4026
-9,851
4027
-407,967
4028
-128,688
4029
-1,155,304
4030
-461,673
4031
-1,174,327
4032
-117,643
4033
-88,646
4034
-68,308
4035
-268,740
4036
-408,807
4037
-51,280
4038
-139,626
4039
-21,666
4040
-7,814
4041
-37,627
4042
-4,480
4043
-70,709
4044
-78,839
4045
-11,230
4046
-6,674
4047
-73,894
4048
-92,272
4049
-445,053
4050
-20,109