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
1801
$8.51M ﹤0.01%
191,788
+8,915
1802
$8.51M ﹤0.01%
535,158
+25,753
1803
$8.5M ﹤0.01%
87,861
+17,372
1804
$8.49M ﹤0.01%
317,155
-84,509
1805
$8.49M ﹤0.01%
517,942
-48,215
1806
$8.47M ﹤0.01%
1,556,377
+10,198
1807
$8.46M ﹤0.01%
254,405
+99,081
1808
$8.46M ﹤0.01%
58,643
-88,383
1809
$8.46M ﹤0.01%
167,666
-320,479
1810
$8.44M ﹤0.01%
399,416
-8,620
1811
$8.39M ﹤0.01%
306,815
-48,498
1812
$8.38M ﹤0.01%
380,124
+23,343
1813
$8.37M ﹤0.01%
374,421
+8,752
1814
$8.36M ﹤0.01%
187,715
+30,824
1815
$8.36M ﹤0.01%
1,274,319
+7,452
1816
$8.35M ﹤0.01%
140,521
-3,612
1817
$8.35M ﹤0.01%
+973,324
1818
$8.35M ﹤0.01%
257,355
-2,434
1819
$8.35M ﹤0.01%
393,882
+94,718
1820
$8.34M ﹤0.01%
170,684
-39,263
1821
$8.29M ﹤0.01%
210,693
-17,558
1822
$8.29M ﹤0.01%
131,819
-31,236
1823
$8.26M ﹤0.01%
240,506
-55,289
1824
$8.26M ﹤0.01%
335,848
+319,355
1825
$8.26M ﹤0.01%
153,243
-57,828