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
1901
$11.1M ﹤0.01%
293,355
+42,069
1902
$11.1M ﹤0.01%
188,384
-41,592
1903
$11.1M ﹤0.01%
379,444
+280,267
1904
$11.1M ﹤0.01%
332,589
-63,912
1905
$11.1M ﹤0.01%
508,031
+390,062
1906
$11M ﹤0.01%
259,896
-157,980
1907
$11M ﹤0.01%
638,528
+177,540
1908
$11M ﹤0.01%
2,200,644
+76,533
1909
$11M ﹤0.01%
351,642
+35,470
1910
$11M ﹤0.01%
418,237
+205,569
1911
$11M ﹤0.01%
186,687
+142,594
1912
$11M ﹤0.01%
362,887
-28,066
1913
$11M ﹤0.01%
179,554
-80,488
1914
$10.9M ﹤0.01%
1,749,434
+1,357,684
1915
$10.9M ﹤0.01%
85,823
+47,790
1916
$10.9M ﹤0.01%
2,047,244
-542,331
1917
$10.9M ﹤0.01%
275,890
-15,807
1918
$10.9M ﹤0.01%
237,669
-6,931
1919
$10.9M ﹤0.01%
539,487
+26,131
1920
$10.9M ﹤0.01%
563,018
-37,279
1921
$10.8M ﹤0.01%
325,405
+127,740
1922
$10.8M ﹤0.01%
395,085
+113,290
1923
$10.8M ﹤0.01%
+519,846
1924
$10.8M ﹤0.01%
1,031,025
+444,820
1925
$10.8M ﹤0.01%
64,596
+63,321