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
1751
$14.3M ﹤0.01%
883,993
+149,273
1752
$14.3M ﹤0.01%
265,597
-36,027
1753
$14.1M ﹤0.01%
1,046,404
+7,572
1754
$14.1M ﹤0.01%
1,101,810
+37,565
1755
$14.1M ﹤0.01%
293,796
-13,154
1756
$14M ﹤0.01%
290,579
+182,355
1757
$14M ﹤0.01%
260,692
+8,739
1758
$14M ﹤0.01%
134,911
+14,877
1759
$14M ﹤0.01%
+122,052
1760
$14M ﹤0.01%
251,765
-248
1761
$14M ﹤0.01%
623,592
+561,912
1762
$14M ﹤0.01%
94,798
+1,245
1763
$13.9M ﹤0.01%
161,295
-5,414
1764
$13.9M ﹤0.01%
224,000
-145,425
1765
$13.9M ﹤0.01%
351,280
+8
1766
$13.9M ﹤0.01%
735,733
+142,834
1767
$13.9M ﹤0.01%
1,020,383
+40,011
1768
$13.8M ﹤0.01%
232,136
+3,182
1769
$13.8M ﹤0.01%
50,835
-102
1770
$13.8M ﹤0.01%
239,420
+8,490
1771
$13.8M ﹤0.01%
907,635
-142,610
1772
$13.8M ﹤0.01%
124,549
-49,355
1773
$13.8M ﹤0.01%
3,401,580
-230,027
1774
$13.8M ﹤0.01%
206,907
-83,498
1775
$13.8M ﹤0.01%
274,654
+15,595