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
$415B
AUM Growth
+$20.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,176
New
Increased
Reduced
Closed

Top Buys

1 +$1.03B
2 +$822M
3 +$382M
4
MDB icon
MongoDB
MDB
+$357M
5
GRAB icon
Grab
GRAB
+$317M

Top Sells

1 +$878M
2 +$453M
3 +$356M
4
BABA icon
Alibaba
BABA
+$321M
5
CRWD icon
CrowdStrike
CRWD
+$302M

Sector Composition

1 Technology 21.57%
2 Healthcare 12.66%
3 Financials 12.56%
4 Consumer Discretionary 11.6%
5 Industrials 9.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$92.2M 0.02%
671,693
-9,158
827
$92.2M 0.02%
890,101
-7,429
828
$91.8M 0.02%
2,126,998
-423,749
829
$91.8M 0.02%
964,363
-154,771
830
$91.7M 0.02%
335,757
+10,493
831
$91.3M 0.02%
1,285,804
+301,662
832
$91.2M 0.02%
5,483,398
+63,364
833
$91.2M 0.02%
671,612
+111,315
834
$90.9M 0.02%
1,097,160
-108,787
835
$90.8M 0.02%
2,903,469
+30,157
836
$90.8M 0.02%
1,173,728
-50,321
837
$90.7M 0.02%
2,112,381
+163,885
838
$90.7M 0.02%
1,746,623
+213,885
839
$90.6M 0.02%
1,021,388
+980,464
840
$90.5M 0.02%
1,944,391
-1,163,604
841
$90.4M 0.02%
1,551,902
+125,296
842
$90.4M 0.02%
275,652
+26,821
843
$90.2M 0.02%
2,522,732
-183,650
844
$90.2M 0.02%
1,028,833
+489,424
845
$90.1M 0.02%
1,757,262
-376,054
846
$89.8M 0.02%
10,003,542
+267,253
847
$89.8M 0.02%
1,391,177
+407,141
848
$89.3M 0.02%
4,256,724
-1,344,453
849
$89M 0.02%
2,715,368
-2,409,768
850
$88.2M 0.02%
6,383,395
+4,257,861