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
$374B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,993
New
Increased
Reduced
Closed

Top Buys

1 +$582M
2 +$511M
3 +$495M
4
NTES icon
NetEase
NTES
+$420M
5
JD icon
JD.com
JD
+$417M

Top Sells

1 +$529M
2 +$504M
3 +$394M
4
QCOM icon
Qualcomm
QCOM
+$380M
5
CRM icon
Salesforce
CRM
+$366M

Sector Composition

1 Technology 18.92%
2 Consumer Discretionary 13.55%
3 Financials 12.76%
4 Healthcare 12.15%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
$33.8M 0.01%
591,581
+323,890
1227
$33.6M 0.01%
661,138
+27,268
1228
$33.5M 0.01%
+83,404
1229
$33.5M 0.01%
757,040
-38,340
1230
$33.4M 0.01%
994,135
-61,406
1231
$33.4M 0.01%
1,760,289
-134,873
1232
$33.3M 0.01%
816,780
+567,809
1233
$33.2M 0.01%
457,280
+146,397
1234
$33.2M 0.01%
634,741
-124,627
1235
$33.1M 0.01%
368,588
-86,339
1236
$33.1M 0.01%
856,473
+525,744
1237
$33.1M 0.01%
691,903
+650,265
1238
$33.1M 0.01%
7,039,655
+1,124,348
1239
$33M 0.01%
743,025
-8,004
1240
$32.9M 0.01%
4,493,993
+1,125,173
1241
$32.9M 0.01%
329,104
-22,331
1242
$32.9M 0.01%
3,944,634
+619,545
1243
$32.9M 0.01%
1,178,565
+598,166
1244
$32.6M 0.01%
1,794,650
+357,486
1245
$32.5M 0.01%
108,992
+76,021
1246
$32.5M 0.01%
1,200,660
-23,778
1247
$32.4M 0.01%
557,202
-209,385
1248
$32.4M 0.01%
295,367
+1,887
1249
$32.3M 0.01%
1,907,600
-191,200
1250
$32.3M 0.01%
1,064,907
+316,207