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
1526
$20.3M ﹤0.01%
428,233
-33,894
1527
$20.2M ﹤0.01%
352,198
-9,635
1528
$20.2M ﹤0.01%
1,206,166
+245,200
1529
$20.2M ﹤0.01%
1,093,721
-5,709
1530
$20.1M ﹤0.01%
904,500
+89,700
1531
$20.1M ﹤0.01%
138,009
+18,644
1532
$20.1M ﹤0.01%
1,372,812
+32,530
1533
$20.1M ﹤0.01%
6,421,046
+284,510
1534
$20.1M ﹤0.01%
2,429,874
-519,663
1535
$20.1M ﹤0.01%
1,455,629
+53,006
1536
$20M ﹤0.01%
332,773
-33,227
1537
$20M ﹤0.01%
+154,777
1538
$19.9M ﹤0.01%
399,336
-7,026
1539
$19.9M ﹤0.01%
275,549
+5,960
1540
$19.9M ﹤0.01%
127,686
-25,657
1541
$19.8M ﹤0.01%
717,302
+55,315
1542
$19.8M ﹤0.01%
2,117,098
+1,758,573
1543
$19.8M ﹤0.01%
442,129
+57,584
1544
$19.8M ﹤0.01%
672,899
-13,226
1545
$19.7M ﹤0.01%
284,795
+42,070
1546
$19.7M ﹤0.01%
407,246
-18,736
1547
$19.6M ﹤0.01%
302,087
+278,421
1548
$19.6M ﹤0.01%
478,677
+42,908
1549
$19.5M ﹤0.01%
92,649
+10,706
1550
$19.5M ﹤0.01%
581,772
-14,798