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
1026
$54.2M 0.01%
301,975
+284,391
1027
$53.5M 0.01%
589,288
-82,884
1028
$53.5M 0.01%
887,209
-238,470
1029
$53.1M 0.01%
1,319,467
-204,963
1030
$53.1M 0.01%
3,833,042
-303,384
1031
$53.1M 0.01%
1,100,895
-680,397
1032
$52.8M 0.01%
2,626,793
-635,400
1033
$52.7M 0.01%
402,518
-75,659
1034
$52.7M 0.01%
2,213,085
+514,455
1035
$52.6M 0.01%
892,338
+212
1036
$52.6M 0.01%
878,163
-130,327
1037
$52.5M 0.01%
877,286
+137,360
1038
$52.5M 0.01%
691,690
-514,835
1039
$52.2M 0.01%
317,661
-27,301
1040
$52.1M 0.01%
457,302
-124,678
1041
$52M 0.01%
165,233
+96,683
1042
$52M 0.01%
1,301,191
+25,668
1043
$51.9M 0.01%
893,792
+45,321
1044
$51.9M 0.01%
1,024,759
-47,814
1045
$51.5M 0.01%
3,500,414
1046
$51.4M 0.01%
732,016
+440,367
1047
$51.1M 0.01%
738,415
+177,618
1048
$50.9M 0.01%
195,382
-12,667
1049
$50.7M 0.01%
1,757,895
-201,323
1050
$50.6M 0.01%
483,879
+3,951