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
1901
$6.93M ﹤0.01%
99,822
+76,338
1902
$6.92M ﹤0.01%
268,272
+32,546
1903
$6.9M ﹤0.01%
309,926
-121,760
1904
$6.9M ﹤0.01%
658,551
+107,195
1905
$6.88M ﹤0.01%
12,495
+4,612
1906
$6.87M ﹤0.01%
142,851
-102,443
1907
$6.87M ﹤0.01%
420,977
+47,424
1908
$6.84M ﹤0.01%
247,964
+11,122
1909
$6.83M ﹤0.01%
251,760
-107,981
1910
$6.83M ﹤0.01%
131,637
-893
1911
$6.81M ﹤0.01%
+164,972
1912
$6.78M ﹤0.01%
98,761
-1,279
1913
$6.78M ﹤0.01%
142,651
-8,942
1914
$6.77M ﹤0.01%
305,683
-35,573
1915
$6.76M ﹤0.01%
+204,299
1916
$6.74M ﹤0.01%
101,019
-9,996
1917
$6.73M ﹤0.01%
197,615
+49,578
1918
$6.72M ﹤0.01%
249,108
-10,502
1919
$6.72M ﹤0.01%
302,163
+20,921
1920
$6.72M ﹤0.01%
251,719
+32,044
1921
$6.71M ﹤0.01%
457,133
+113,402
1922
$6.71M ﹤0.01%
308,618
-484
1923
$6.7M ﹤0.01%
257,565
-30,213
1924
$6.7M ﹤0.01%
94,256
-113
1925
$6.69M ﹤0.01%
328,907
-6,463