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
1976
$8.91M ﹤0.01%
117,984
+25,681
1977
$8.89M ﹤0.01%
528,444
+1,297
1978
$8.87M ﹤0.01%
439,120
+238,840
1979
$8.85M ﹤0.01%
235,349
+29,398
1980
$8.84M ﹤0.01%
2,491,058
+1,243,624
1981
$8.84M ﹤0.01%
1,455,881
+12,397
1982
$8.83M ﹤0.01%
213,398
-39,493
1983
$8.81M ﹤0.01%
562,670
+8,697
1984
$8.76M ﹤0.01%
275,443
+14,148
1985
$8.74M ﹤0.01%
212,332
+18,825
1986
$8.73M ﹤0.01%
455,491
+78,901
1987
$8.71M ﹤0.01%
428,218
-302,745
1988
$8.67M ﹤0.01%
93,237
-3,876
1989
$8.65M ﹤0.01%
449,049
+62,990
1990
$8.65M ﹤0.01%
35,492
-2,413
1991
$8.63M ﹤0.01%
212,477
+91,688
1992
$8.61M ﹤0.01%
2,050,247
-219,322
1993
$8.58M ﹤0.01%
175,386
-295,718
1994
$8.58M ﹤0.01%
357,389
+83,400
1995
$8.57M ﹤0.01%
+306,472
1996
$8.57M ﹤0.01%
187,395
-63,378
1997
$8.55M ﹤0.01%
95,597
-4,241
1998
$8.55M ﹤0.01%
947,223
+335,990
1999
$8.54M ﹤0.01%
285,192
+11,317
2000
$8.53M ﹤0.01%
115,498
-272,910