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
1101
$43.4M 0.01%
1,674,486
+1,145,406
1102
$43.3M 0.01%
882,621
-100,674
1103
$43.3M 0.01%
709,404
-788,532
1104
$43M 0.01%
990,262
+261,955
1105
$43M 0.01%
4,096,054
+2,994,511
1106
$42.8M 0.01%
1,261,086
+13,653
1107
$42.8M 0.01%
309,214
+41,572
1108
$42.5M 0.01%
1,131,623
+68,375
1109
$42.5M 0.01%
10,815,354
-338,035
1110
$42.2M 0.01%
543,509
-2,479,928
1111
$42.2M 0.01%
8,352,711
-2,860,073
1112
$42M 0.01%
831,101
-81,896
1113
$42M 0.01%
122,524
-8,099
1114
$41.9M 0.01%
3,090,252
+862,214
1115
$41.9M 0.01%
848,499
-7,752
1116
$41.7M 0.01%
2,035,068
+154,452
1117
$41.7M 0.01%
1,216,616
+45,370
1118
$41.4M 0.01%
702,810
-74,530
1119
$41.4M 0.01%
393,704
-12,213
1120
$41.4M 0.01%
1,087,183
+403,273
1121
$41.3M 0.01%
132,121
-10,520
1122
$41.2M 0.01%
318,323
-62,423
1123
$41.1M 0.01%
2,227,469
+1,033,924
1124
$41.1M 0.01%
2,275,941
-20,490
1125
$41M 0.01%
450,407
-50,353