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
1951
$6.42M ﹤0.01%
369,284
-82,339
1952
$6.41M ﹤0.01%
92,543
-2,576
1953
$6.41M ﹤0.01%
161,968
+11,357
1954
$6.41M ﹤0.01%
56,240
+376
1955
$6.4M ﹤0.01%
320,272
-13,697
1956
$6.4M ﹤0.01%
2,026,232
+139,605
1957
$6.4M ﹤0.01%
238,025
-21,259
1958
$6.4M ﹤0.01%
194,187
+12,900
1959
$6.36M ﹤0.01%
214,301
-7,975
1960
$6.36M ﹤0.01%
885,112
-59,136
1961
$6.31M ﹤0.01%
100,769
-51,926
1962
$6.28M ﹤0.01%
148,996
-6,592
1963
$6.27M ﹤0.01%
231,809
-25,475
1964
$6.25M ﹤0.01%
74,908
-579
1965
$6.21M ﹤0.01%
24,878
-6,434
1966
$6.18M ﹤0.01%
391,575
-81,716
1967
$6.17M ﹤0.01%
266,336
-68,235
1968
$6.17M ﹤0.01%
232,709
-49,247
1969
$6.16M ﹤0.01%
262,157
-26,518
1970
$6.16M ﹤0.01%
1,888,900
+1,254,705
1971
$6.15M ﹤0.01%
128,075
-64,825
1972
$6.14M ﹤0.01%
232,412
-14,800
1973
$6.13M ﹤0.01%
80,164
-467,511
1974
$6.13M ﹤0.01%
70,147
+2,111
1975
$6.13M ﹤0.01%
191,892
+20,602