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
1976
$9.85M ﹤0.01%
23,655
+4,413
1977
$9.85M ﹤0.01%
524,283
-133,313
1978
$9.84M ﹤0.01%
239,729
+88,192
1979
$9.84M ﹤0.01%
220,813
-37,316
1980
$9.78M ﹤0.01%
229,569
+2,711
1981
$9.71M ﹤0.01%
254,794
-2,662
1982
$9.69M ﹤0.01%
603,788
+16,122
1983
$9.69M ﹤0.01%
129,454
+28,997
1984
$9.68M ﹤0.01%
804,612
-54,206
1985
$9.62M ﹤0.01%
41,741
+16,262
1986
$9.62M ﹤0.01%
659,623
-3,845
1987
$9.61M ﹤0.01%
423,029
-398,052
1988
$9.6M ﹤0.01%
121,333
-26,006
1989
$9.6M ﹤0.01%
276,849
-48,134
1990
$9.59M ﹤0.01%
1,773,420
+346,923
1991
$9.58M ﹤0.01%
744,600
+331,662
1992
$9.54M ﹤0.01%
359,353
+46,397
1993
$9.54M ﹤0.01%
2,203,090
-141,054
1994
$9.54M ﹤0.01%
360,726
-4,584
1995
$9.53M ﹤0.01%
166,417
-20,622
1996
$9.52M ﹤0.01%
591,868
+366,392
1997
$9.51M ﹤0.01%
32,003
-2,893
1998
$9.5M ﹤0.01%
514,457
+63,886
1999
$9.45M ﹤0.01%
1,579,954
-784,022
2000
$9.41M ﹤0.01%
93,990
-59,056