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
1576
$13M ﹤0.01%
1,066,265
-919,789
1577
$13M ﹤0.01%
282,239
-429,830
1578
$13M ﹤0.01%
100,873
+47,577
1579
$13M ﹤0.01%
191,125
-7,941
1580
$13M ﹤0.01%
321,395
-3,005
1581
$13M ﹤0.01%
1,335,860
+254,003
1582
$12.9M ﹤0.01%
470,451
-147,539
1583
$12.8M ﹤0.01%
174,767
+4,484
1584
$12.8M ﹤0.01%
287,099
-51,274
1585
$12.8M ﹤0.01%
+256,991
1586
$12.8M ﹤0.01%
1,207,242
-88,638
1587
$12.7M ﹤0.01%
251,592
+8,061
1588
$12.7M ﹤0.01%
217,956
-85,298
1589
$12.7M ﹤0.01%
645,699
+116,012
1590
$12.7M ﹤0.01%
486,834
+112,366
1591
$12.7M ﹤0.01%
674,477
+255,077
1592
$12.7M ﹤0.01%
841,675
-105,240
1593
$12.6M ﹤0.01%
228,113
-47,300
1594
$12.6M ﹤0.01%
1,079,004
+617,416
1595
$12.6M ﹤0.01%
1,175,142
+971,638
1596
$12.5M ﹤0.01%
432,902
-39,551
1597
$12.5M ﹤0.01%
959,853
+17,512
1598
$12.5M ﹤0.01%
170,187
-5,590
1599
$12.4M ﹤0.01%
505,717
-58,767
1600
$12.4M ﹤0.01%
1,139,515
-19,564