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
1801
$13.2M ﹤0.01%
88,718
-77,714
1802
$13.1M ﹤0.01%
125,269
+25,269
1803
$13.1M ﹤0.01%
249,032
-45,054
1804
$13.1M ﹤0.01%
272,878
+32,228
1805
$13.1M ﹤0.01%
319,609
+30,659
1806
$13.1M ﹤0.01%
907,505
-261,444
1807
$13M ﹤0.01%
760,429
-67,178
1808
$13M ﹤0.01%
143,894
+11,435
1809
$13M ﹤0.01%
1,038,359
-1,462,915
1810
$13M ﹤0.01%
104,892
-25,366
1811
$13M ﹤0.01%
707,206
-16,481
1812
$12.9M ﹤0.01%
208,488
+29,157
1813
$12.9M ﹤0.01%
1,098,615
+557,496
1814
$12.9M ﹤0.01%
330,540
+300
1815
$12.9M ﹤0.01%
1,244,329
+539,980
1816
$12.9M ﹤0.01%
44,188
-169,202
1817
$12.9M ﹤0.01%
304,135
+114,977
1818
$12.9M ﹤0.01%
501,131
+103,519
1819
$12.9M ﹤0.01%
1,375,706
+119,497
1820
$12.8M ﹤0.01%
357,220
+114,560
1821
$12.8M ﹤0.01%
906,243
-2,478,063
1822
$12.8M ﹤0.01%
252,673
-43,869
1823
$12.8M ﹤0.01%
349,353
+28,337
1824
$12.8M ﹤0.01%
82,140
-3,625
1825
$12.7M ﹤0.01%
284,473
-49,249