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
1351
$26.8M 0.01%
919,765
-409,243
1352
$26.8M 0.01%
+279,953
1353
$26.8M 0.01%
402,499
-13,578
1354
$26.7M 0.01%
5,927,136
+1,031,590
1355
$26.6M 0.01%
248,480
-85,276
1356
$26.5M 0.01%
2,731,174
+634,805
1357
$26.5M 0.01%
1,672,774
+321,704
1358
$26.5M 0.01%
283,552
-113,519
1359
$26.4M 0.01%
423,077
-8,702
1360
$26.3M 0.01%
765,202
+217,083
1361
$26.3M 0.01%
1,019,282
+346,230
1362
$26.3M 0.01%
206,057
-92,581
1363
$26.2M 0.01%
1,054,525
+30,217
1364
$26.2M 0.01%
1,192,936
-395,644
1365
$26.2M 0.01%
546,313
+77,911
1366
$26.1M 0.01%
2,074,845
-47,976
1367
$26.1M 0.01%
566,006
+83,022
1368
$26.1M 0.01%
327,378
+175,649
1369
$26M 0.01%
368,339
+362,781
1370
$26M 0.01%
+449,008
1371
$25.9M 0.01%
+79,368
1372
$25.8M 0.01%
1,642,803
+563,750
1373
$25.8M 0.01%
355,050
+15,880
1374
$25.8M 0.01%
567,350
+38,819
1375
$25.8M 0.01%
546,515
+314,321