Invesco

Invesco Portfolio holdings

AUM $635B
1-Year Est. Return 27.43%
 

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 Quarter Est. Return
1 Year Est. Return
+27.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322B
AUM Growth
-$60.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,741
New
Increased
Reduced
Closed

Top Buys

1 +$269M
2 +$222M
3 +$196M
4
OCFT
OneConnect Financial Technology
OCFT
+$167M
5
ZTO icon
ZTO Express
ZTO
+$156M

Top Sells

1 +$10.7B
2 +$9.96B
3 +$7.49B
4
META icon
Meta Platforms (Facebook)
META
+$4.08B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.81B

Sector Composition

1 Financials 15.6%
2 Technology 13.99%
3 Consumer Discretionary 12.05%
4 Healthcare 11.68%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$187M 0.06%
4,514,498
+1,935,037
427
$187M 0.06%
2,388,408
-7,784,351
428
$187M 0.06%
10,096,385
+1,687,545
429
$187M 0.06%
7,358,625
+13,615
430
$185M 0.06%
3,633,675
-109,636
431
$183M 0.06%
2,993,665
+536,777
432
$183M 0.06%
702,273
-869,263
433
$183M 0.06%
8,837,851
+44,231
434
$183M 0.06%
6,927,699
+650,224
435
$183M 0.06%
869,765
-539,372
436
$182M 0.06%
2,107,565
-231,915
437
$182M 0.06%
1,726,187
+33,654
438
$181M 0.06%
121,890
+7,433
439
$181M 0.06%
8,294,296
-148,034
440
$181M 0.06%
2,166,810
-42,941
441
$180M 0.06%
5,914,270
+1,473,488
442
$179M 0.06%
4,113,530
+2,131,718
443
$179M 0.06%
1,630,286
+36,127
444
$179M 0.06%
5,170,396
-244,359
445
$179M 0.06%
4,968,209
+1,590,191
446
$179M 0.06%
10,576,924
-137,154
447
$178M 0.06%
25,935,003
-3,896,924
448
$178M 0.06%
2,535,087
-2,959,737
449
$178M 0.06%
2,358,953
+141,243
450
$178M 0.06%
10,605,450
+141,550