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
1201
$33.9M 0.01%
1,142,618
+152,356
1202
$33.7M 0.01%
207,767
-40,847
1203
$33.7M 0.01%
1,320,553
+865,109
1204
$33.7M 0.01%
365,764
+27,792
1205
$33.6M 0.01%
187,544
-25,769
1206
$33.6M 0.01%
806,446
+183,810
1207
$33.5M 0.01%
1,294,286
+10,229
1208
$33.4M 0.01%
833,883
+54,680
1209
$33.4M 0.01%
629,390
-47,368
1210
$33.4M 0.01%
375,331
+194,293
1211
$33.3M 0.01%
1,275,777
+62,123
1212
$33.3M 0.01%
560,825
-23,943
1213
$33.3M 0.01%
408,770
-253,755
1214
$33.2M 0.01%
1,540,821
+58,894
1215
$33.2M 0.01%
180,235
-16,178
1216
$33.1M 0.01%
2,081,711
-52,587
1217
$33.1M 0.01%
479,828
-225,736
1218
$32.9M 0.01%
1,157,369
+208,895
1219
$32.9M 0.01%
414,915
-107,908
1220
$32.9M 0.01%
1,436,586
-27,591
1221
$32.9M 0.01%
2,491,863
-1,716,736
1222
$32.8M 0.01%
328,202
-20,421
1223
$32.7M 0.01%
1,935,445
-937,122
1224
$32.5M 0.01%
749,027
+450
1225
$32.4M 0.01%
264,706
-18,338