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
1726
$14.8M ﹤0.01%
309,285
+53,004
1727
$14.8M ﹤0.01%
267,000
1728
$14.8M ﹤0.01%
163,992
-22,564
1729
$14.8M ﹤0.01%
+280,804
1730
$14.8M ﹤0.01%
5,755,294
+40,440
1731
$14.8M ﹤0.01%
1,219,114
-263,660
1732
$14.8M ﹤0.01%
2,587,421
+1,086,389
1733
$14.7M ﹤0.01%
597,981
-269,764
1734
$14.6M ﹤0.01%
929,157
+9,459
1735
$14.6M ﹤0.01%
224,077
+7,900
1736
$14.6M ﹤0.01%
1,059,867
-118,039
1737
$14.6M ﹤0.01%
158,466
-6,274
1738
$14.5M ﹤0.01%
900,051
-6,593,340
1739
$14.5M ﹤0.01%
515,359
-59,387
1740
$14.5M ﹤0.01%
487,634
+173,177
1741
$14.5M ﹤0.01%
901,786
+136,519
1742
$14.5M ﹤0.01%
307,119
-7,389
1743
$14.5M ﹤0.01%
178,718
-4,032
1744
$14.4M ﹤0.01%
206,585
+4,185
1745
$14.4M ﹤0.01%
1,271,275
+69,680
1746
$14.4M ﹤0.01%
65,384
-8,209
1747
$14.4M ﹤0.01%
274,130
-11,074
1748
$14.3M ﹤0.01%
1,012,764
+446,250
1749
$14.3M ﹤0.01%
332,287
-12,722
1750
$14.3M ﹤0.01%
1,117,817
-41,613