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
1876
$11.7M ﹤0.01%
137,625
+53,926
1877
$11.7M ﹤0.01%
307,758
+14,088
1878
$11.6M ﹤0.01%
349,214
+52,093
1879
$11.6M ﹤0.01%
186,029
+882
1880
$11.6M ﹤0.01%
250,178
+4,883
1881
$11.6M ﹤0.01%
533,766
+216,315
1882
$11.6M ﹤0.01%
444,452
+78,085
1883
$11.6M ﹤0.01%
125,829
-7,540
1884
$11.5M ﹤0.01%
486,676
-261,815
1885
$11.5M ﹤0.01%
275,484
-21,622
1886
$11.5M ﹤0.01%
191,176
+12,110
1887
$11.5M ﹤0.01%
74,684
-7,353
1888
$11.4M ﹤0.01%
2,269,471
-26,295
1889
$11.4M ﹤0.01%
75,492
+7,389
1890
$11.4M ﹤0.01%
460,216
-54,579
1891
$11.4M ﹤0.01%
384,992
+111,443
1892
$11.4M ﹤0.01%
459,502
+67,042
1893
$11.3M ﹤0.01%
966,070
+115,372
1894
$11.3M ﹤0.01%
489,915
-30,857
1895
$11.3M ﹤0.01%
46,133
+9,659
1896
$11.3M ﹤0.01%
200,000
1897
$11.2M ﹤0.01%
595,164
+1,101
1898
$11.2M ﹤0.01%
184,804
+149,714
1899
$11.2M ﹤0.01%
372,977
+2,164
1900
$11.1M ﹤0.01%
457,547
+25,146