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
1826
$8.25M ﹤0.01%
+88,607
1827
$8.22M ﹤0.01%
249,214
+30,472
1828
$8.22M ﹤0.01%
612,022
-47,180
1829
$8.2M ﹤0.01%
135,437
-44,375
1830
$8.19M ﹤0.01%
507,880
-3,596
1831
$8.19M ﹤0.01%
282,409
-265
1832
$8.12M ﹤0.01%
133,379
+103,822
1833
$8.1M ﹤0.01%
131,253
-193,958
1834
$8.09M ﹤0.01%
1,039,758
+149,160
1835
$8.08M ﹤0.01%
75,411
+10,655
1836
$8.01M ﹤0.01%
+300,654
1837
$7.99M ﹤0.01%
1,252,879
+622,249
1838
$7.98M ﹤0.01%
593,561
+43,592
1839
$7.97M ﹤0.01%
748,453
+331,163
1840
$7.96M ﹤0.01%
153,400
1841
$7.91M ﹤0.01%
690,533
-172,135
1842
$7.91M ﹤0.01%
748,663
+15,148
1843
$7.88M ﹤0.01%
105,424
-140,121
1844
$7.88M ﹤0.01%
422,530
+741
1845
$7.84M ﹤0.01%
667,736
+54,189
1846
$7.83M ﹤0.01%
929,383
+44,054
1847
$7.8M ﹤0.01%
295,630
+3,641
1848
$7.8M ﹤0.01%
323,960
-4,741
1849
$7.79M ﹤0.01%
835,200
+34,283
1850
$7.79M ﹤0.01%
26,508
-101,767