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
1001
$56.8M 0.02%
3,193,379
-11,391
1002
$56.7M 0.02%
1,632,110
-91,761
1003
$56.4M 0.02%
329,180
-173,436
1004
$56.3M 0.02%
1,044,786
-1,780
1005
$56.1M 0.02%
1,239,770
+26,192
1006
$56.1M 0.02%
1,991,907
-1,771,880
1007
$56M 0.02%
1,535,070
+452,750
1008
$55.9M 0.01%
737,720
+32,514
1009
$55.8M 0.01%
677,136
+253,280
1010
$55.8M 0.01%
512,647
-22,916
1011
$55.7M 0.01%
1,234,672
+47,328
1012
$55.6M 0.01%
2,719,045
-61,828
1013
$55.6M 0.01%
1,761,318
+1,713,327
1014
$55.6M 0.01%
438,352
-27,199
1015
$55.2M 0.01%
1,901,724
-113,839
1016
$55.2M 0.01%
1,162,408
-1,592,532
1017
$55.1M 0.01%
1,233,593
+214,373
1018
$55M 0.01%
1,815,853
-2,350,198
1019
$54.9M 0.01%
681,838
+185,769
1020
$54.9M 0.01%
1,239,317
+738,247
1021
$54.7M 0.01%
831,412
+175,909
1022
$54.7M 0.01%
696,468
-43,937
1023
$54.5M 0.01%
934,903
-257,107
1024
$54.4M 0.01%
563,145
-111,533
1025
$54.4M 0.01%
418,610
+46,221