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
1301
$28.7M 0.01%
769,736
+163,176
1302
$28.7M 0.01%
2,179,444
+207,483
1303
$28.6M 0.01%
1,831,228
+1,150,178
1304
$28.5M 0.01%
617,224
-11,907
1305
$28.5M 0.01%
1,077,118
+266,081
1306
$28.4M 0.01%
356,731
+25,352
1307
$28.4M 0.01%
907,385
+24,573
1308
$28.4M 0.01%
471,366
-68,138
1309
$28.4M 0.01%
1,590,377
+3,335
1310
$28.3M 0.01%
169,805
+147,276
1311
$28.2M 0.01%
1,214,159
-103,365
1312
$28.2M 0.01%
562,711
+113,035
1313
$28M 0.01%
2,997,837
+2,633
1314
$28M 0.01%
614,094
-23,806
1315
$27.9M 0.01%
996,575
+46,441
1316
$27.8M 0.01%
718,104
+66,717
1317
$27.8M 0.01%
669,017
-6,563
1318
$27.8M 0.01%
330,568
-8,910
1319
$27.7M 0.01%
638,940
-6,691
1320
$27.7M 0.01%
1,331,999
+22,190
1321
$27.7M 0.01%
984,897
-16,409
1322
$27.7M 0.01%
3,595,879
+263,880
1323
$27.6M 0.01%
1,151,956
+328,032
1324
$27.6M 0.01%
346,459
-71,281
1325
$27.6M 0.01%
2,073,004
+56,574