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
1076
$45.7M 0.01%
2,518,847
-158,656
1077
$45.6M 0.01%
2,213,679
+513,002
1078
$45.4M 0.01%
325,802
-37,915
1079
$45.1M 0.01%
1,558,040
+121,275
1080
$45M 0.01%
1,049,660
+18,002
1081
$44.9M 0.01%
824,290
-2,900
1082
$44.9M 0.01%
784,640
+104,922
1083
$44.7M 0.01%
543,797
+61,087
1084
$44.6M 0.01%
1,037,980
+61,489
1085
$44.4M 0.01%
1,071,699
+118,122
1086
$44.4M 0.01%
602,084
-4,534
1087
$44.4M 0.01%
7,445,724
-6,291
1088
$44.4M 0.01%
1,218,188
+164,864
1089
$44.2M 0.01%
729,508
-84,092
1090
$44M 0.01%
6,426,279
-271,356
1091
$44M 0.01%
833,708
-21,587
1092
$44M 0.01%
960,261
+109,551
1093
$43.8M 0.01%
+21,084
1094
$43.7M 0.01%
732,962
-416,212
1095
$43.6M 0.01%
1,113,571
+143,690
1096
$43.6M 0.01%
948,627
+38,943
1097
$43.5M 0.01%
880,875
-41,520
1098
$43.5M 0.01%
2,687,266
-195,545
1099
$43.5M 0.01%
1,549,082
+36,538
1100
$43.5M 0.01%
1,716,476
-1,071,530