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
$374B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,993
New
Increased
Reduced
Closed

Top Buys

1 +$582M
2 +$511M
3 +$495M
4
NTES icon
NetEase
NTES
+$420M
5
JD icon
JD.com
JD
+$417M

Top Sells

1 +$529M
2 +$504M
3 +$394M
4
QCOM icon
Qualcomm
QCOM
+$380M
5
CRM icon
Salesforce
CRM
+$366M

Sector Composition

1 Technology 18.92%
2 Consumer Discretionary 13.55%
3 Financials 12.76%
4 Healthcare 12.15%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
976
$60.6M 0.02%
1,553,530
+539,104
977
$60.5M 0.02%
1,689,377
-4,163,862
978
$60.3M 0.02%
838,832
+10,640
979
$60.3M 0.02%
1,368,314
-321,902
980
$60.2M 0.02%
1,860,055
+306,459
981
$60.2M 0.02%
2,373,642
+1,991,600
982
$60.1M 0.02%
1,086,974
-12,931
983
$60.1M 0.02%
838,758
+203,272
984
$59.5M 0.02%
71,195
+59,902
985
$59.2M 0.02%
490,703
-142,775
986
$59.2M 0.02%
2,024,148
+837,954
987
$59.2M 0.02%
225,464
-37,372
988
$59.2M 0.02%
626,378
-616,464
989
$59.1M 0.02%
1,601,070
-644,797
990
$59M 0.02%
984,149
991
$58.7M 0.02%
571,533
+21,859
992
$58.3M 0.02%
7,755,261
-295,901
993
$58.1M 0.02%
1,223,782
+2,252
994
$57.8M 0.02%
2,555,089
+1,013,225
995
$57.8M 0.02%
780,114
-98,947
996
$57.8M 0.02%
668,122
-7,069
997
$57.7M 0.02%
7,905,485
+3,260,090
998
$57.5M 0.02%
436,207
+145,864
999
$57.2M 0.02%
1,493,850
-13,382
1000
$57.1M 0.02%
569,379
-256,431