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
951
$63.2M 0.02%
843,906
-930,853
952
$63M 0.02%
4,301,699
-135,611
953
$63M 0.02%
1,357,782
-723,323
954
$62.6M 0.02%
1,687,962
-47,093
955
$62.5M 0.02%
1,503,141
-145,437
956
$62.3M 0.02%
1,637,886
+824,372
957
$62.3M 0.02%
1,370,843
-864,464
958
$62M 0.02%
589,681
-12,138
959
$61.8M 0.01%
1,288,117
-40,022
960
$61.8M 0.01%
207,971
-430,257
961
$61.5M 0.01%
284,617
-66,710
962
$60.7M 0.01%
537,437
+14,640
963
$60.4M 0.01%
1,078,898
+568
964
$60.4M 0.01%
1,193,172
-24,502
965
$60.3M 0.01%
1,705,612
-130,709
966
$60.1M 0.01%
2,280,409
-1,158,395
967
$60.1M 0.01%
336,805
+3,466
968
$60.1M 0.01%
495,096
-23,575
969
$60.1M 0.01%
2,278,942
+4,743
970
$60M 0.01%
1,062,808
+81,919
971
$60M 0.01%
741,880
-12,540
972
$59.8M 0.01%
7,991,544
+946,356
973
$59.6M 0.01%
1,521,201
+527,900
974
$59.5M 0.01%
987,734
-13,118
975
$59.4M 0.01%
2,020,495
-74,073