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
$322B
AUM Growth
-$60.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,741
New
Increased
Reduced
Closed

Top Buys

1 +$269M
2 +$222M
3 +$196M
4
OCFT
OneConnect Financial Technology
OCFT
+$167M
5
ZTO icon
ZTO Express
ZTO
+$156M

Top Sells

1 +$10.7B
2 +$9.96B
3 +$7.49B
4
META icon
Meta Platforms (Facebook)
META
+$4.08B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.81B

Sector Composition

1 Financials 15.6%
2 Technology 13.99%
3 Consumer Discretionary 12.05%
4 Healthcare 11.68%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$23.1M 0.01%
136,966
-10,246
1327
$23M 0.01%
571,712
+5,028
1328
$23M 0.01%
215,006
+21,306
1329
$23M 0.01%
2,243,611
+1,358,380
1330
$22.9M 0.01%
1,403,153
-287,980
1331
$22.9M 0.01%
535,415
-25,158
1332
$22.9M 0.01%
657,923
-44,141
1333
$22.8M 0.01%
158,645
-570,025
1334
$22.8M 0.01%
530,772
+79,108
1335
$22.8M 0.01%
792,551
-315,188
1336
$22.8M 0.01%
320,253
+52,175
1337
$22.7M 0.01%
898,329
+70,800
1338
$22.7M 0.01%
236,889
+30,755
1339
$22.7M 0.01%
292,964
-81,340
1340
$22.7M 0.01%
845,715
+652,752
1341
$22.6M 0.01%
746,143
-10,558
1342
$22.6M 0.01%
557,731
+121,675
1343
$22.6M 0.01%
393,676
-82,564
1344
$22.5M 0.01%
702,731
-101
1345
$22.5M 0.01%
364,390
+162,577
1346
$22.4M 0.01%
749,855
+145,872
1347
$22.4M 0.01%
1,538,604
-605,444
1348
$22.3M 0.01%
1,862,675
+57,957
1349
$22.3M 0.01%
149,174
-61,511
1350
$22.3M 0.01%
316,582
-45,352