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
$374B
AUM Growth
+$31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,993
New
Increased
Reduced
Closed

Top Buys

1 +$582M
2 +$511M
3 +$495M
4
NTES icon
NetEase
NTES
+$420M
5
JD icon
JD.com
JD
+$417M

Top Sells

1 +$529M
2 +$504M
3 +$394M
4
QCOM icon
Qualcomm
QCOM
+$380M
5
CRM icon
Salesforce
CRM
+$366M

Sector Composition

1 Technology 18.92%
2 Consumer Discretionary 13.55%
3 Financials 12.76%
4 Healthcare 12.15%
5 Industrials 10.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$11.6M ﹤0.01%
213,312
+9,198
1827
$11.6M ﹤0.01%
786,863
+97,541
1828
$11.5M ﹤0.01%
54,758
-96,018
1829
$11.5M ﹤0.01%
214,202
+88,145
1830
$11.5M ﹤0.01%
190,596
+36,606
1831
$11.5M ﹤0.01%
654,251
-196,052
1832
$11.5M ﹤0.01%
380,687
+112,849
1833
$11.5M ﹤0.01%
593,519
+19,984
1834
$11.5M ﹤0.01%
+54,747
1835
$11.4M ﹤0.01%
1,716,841
+1,350,508
1836
$11.4M ﹤0.01%
309,082
+92,148
1837
$11.4M ﹤0.01%
294,641
-2,062
1838
$11.4M ﹤0.01%
241,540
+26,164
1839
$11.4M ﹤0.01%
282,533
+100,126
1840
$11.4M ﹤0.01%
998,653
+19,959
1841
$11.2M ﹤0.01%
934,091
-81,458
1842
$11.2M ﹤0.01%
200,000
1843
$11.2M ﹤0.01%
634,306
+173,361
1844
$11.2M ﹤0.01%
74,736
+6,264
1845
$11.1M ﹤0.01%
301,676
-148,235
1846
$11.1M ﹤0.01%
216,928
-139,511
1847
$11M ﹤0.01%
4,031,511
-609
1848
$11M ﹤0.01%
357,128
+84,524
1849
$11M ﹤0.01%
586,167
+118,127
1850
$11M ﹤0.01%
530,873
+177,901