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
1176
$36.2M 0.01%
1,945,667
+146,566
1177
$36.1M 0.01%
1,125,873
+361,813
1178
$36.1M 0.01%
3,385,513
+136,930
1179
$36.1M 0.01%
1,370,000
+266,636
1180
$36M 0.01%
604,054
-73,782
1181
$35.9M 0.01%
19,717,009
1182
$35.6M 0.01%
854,157
-130,836
1183
$35.5M 0.01%
209,642
-12,904
1184
$35.5M 0.01%
1,567,685
+23,875
1185
$35.5M 0.01%
313,134
+524
1186
$35.5M 0.01%
2,013,010
+252,322
1187
$35.4M 0.01%
1,255,218
-697,601
1188
$35.4M 0.01%
2,729,244
+767,512
1189
$35.4M 0.01%
927,645
+50,744
1190
$35M 0.01%
2,611,842
-189,018
1191
$35M 0.01%
28,345
-9,525
1192
$34.9M 0.01%
2,538,823
-211,029
1193
$34.9M 0.01%
1,182,540
-51,114
1194
$34.7M 0.01%
395,381
-49,291
1195
$34.6M 0.01%
759,669
+332,610
1196
$34.6M 0.01%
2,161,375
+166,670
1197
$34.5M 0.01%
3,929,032
+8,455
1198
$34.4M 0.01%
717,726
-218,730
1199
$34.3M 0.01%
833,680
-2,556,170
1200
$34.3M 0.01%
713,242
+160,574