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
1151
$38.7M 0.01%
871,691
-40,149
1152
$38.7M 0.01%
2,168,937
-649,519
1153
$38.7M 0.01%
2,230,488
+1,107,783
1154
$38.5M 0.01%
221,443
-24,436
1155
$38.5M 0.01%
2,517,095
+102,956
1156
$38.2M 0.01%
513,215
+5,627
1157
$38.2M 0.01%
475,423
-34,997
1158
$38M 0.01%
1,779,886
-170,072
1159
$37.7M 0.01%
1,311,876
-1,743,803
1160
$37.5M 0.01%
1,513,636
+146,019
1161
$37.5M 0.01%
1,922,420
+72,415
1162
$37.4M 0.01%
209,313
+65,676
1163
$37.3M 0.01%
2,679,709
-7,808,062
1164
$37.3M 0.01%
1,107,343
+124,805
1165
$36.9M 0.01%
410,473
-81,476
1166
$36.9M 0.01%
243,017
+10,026
1167
$36.8M 0.01%
201,737
-37,861
1168
$36.8M 0.01%
3,138,836
-69,955
1169
$36.8M 0.01%
1,243,647
+543,430
1170
$36.6M 0.01%
6,294,598
-125,251
1171
$36.4M 0.01%
588,510
+60,530
1172
$36.4M 0.01%
1,043,286
-41,857
1173
$36.3M 0.01%
111,931
+2,766
1174
$36.3M 0.01%
54,300
-2,130
1175
$36.2M 0.01%
352,324
-92,718