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
1451
$22.6M 0.01%
188,507
-118,786
1452
$22.6M 0.01%
508,152
-49,231
1453
$22.6M 0.01%
1,945,325
-877,362
1454
$22.6M 0.01%
1,433,724
-725,115
1455
$22.5M 0.01%
2,072,216
+3,207
1456
$22.5M 0.01%
1,075,043
-80,418
1457
$22.5M 0.01%
185,895
-23,174
1458
$22.4M 0.01%
589,583
-223,141
1459
$22.4M 0.01%
278,670
+10,800
1460
$22.3M 0.01%
2,272,945
-1,391,041
1461
$22.3M 0.01%
454,300
-74,100
1462
$22.2M 0.01%
261,673
+10,296
1463
$22.2M 0.01%
941,357
-80,898
1464
$22.2M 0.01%
303,813
+16,699
1465
$22.1M 0.01%
232,984
-1,977
1466
$22.1M 0.01%
160,770
-34,052
1467
$22.1M 0.01%
1,312,514
+160,466
1468
$22M 0.01%
450,360
+49,421
1469
$22M 0.01%
438,488
+4,641
1470
$22M 0.01%
1,328,331
+743,658
1471
$21.9M 0.01%
266,940
-83,682
1472
$21.9M 0.01%
915,461
-750,981
1473
$21.8M 0.01%
444,343
+148,985
1474
$21.8M 0.01%
790,752
-15,473
1475
$21.8M 0.01%
1,665,473
+106,889