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
126
$690M 0.17%
8,778,544
-565,703
127
$689M 0.17%
10,389,468
-17,678
128
$688M 0.17%
7,354,999
-940,569
129
$685M 0.17%
19,069,715
+1,014,677
130
$683M 0.16%
18,163,038
-163,528
131
$683M 0.16%
2,512,624
-419,662
132
$681M 0.16%
2,967,846
-87,459
133
$681M 0.16%
10,979,409
+828,178
134
$679M 0.16%
3,388,107
-1,048,167
135
$679M 0.16%
7,300,908
-119,032
136
$677M 0.16%
2,772,425
+228,031
137
$676M 0.16%
2,739,660
-181,626
138
$675M 0.16%
11,529,736
-891,347
139
$665M 0.16%
1,009,615
-54,544
140
$664M 0.16%
6,115,079
-425,019
141
$662M 0.16%
5,017,196
-481,257
142
$660M 0.16%
13,965,462
-1,348,623
143
$658M 0.16%
14,503,611
+706,414
144
$649M 0.16%
9,456,543
-378,710
145
$649M 0.16%
15,550,848
+301,187
146
$647M 0.16%
3,102,228
-405,377
147
$644M 0.16%
3,085,322
+26,419
148
$639M 0.15%
5,857,869
+8,713
149
$630M 0.15%
1,701,731
+194,323
150
$624M 0.15%
950,142
-108,515
4 5
6
7 8