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
2076
$7.58M ﹤0.01%
141,065
+22,248
2077
$7.58M ﹤0.01%
+811,704
2078
$7.56M ﹤0.01%
434,346
+164,524
2079
$7.55M ﹤0.01%
604,370
-5,165
2080
$7.55M ﹤0.01%
121,232
+27,442
2081
$7.55M ﹤0.01%
916,149
-64,419
2082
$7.53M ﹤0.01%
1,073,571
+243,742
2083
$7.52M ﹤0.01%
272,432
+96,990
2084
$7.49M ﹤0.01%
128,735
+13,186
2085
$7.48M ﹤0.01%
132,133
-266,959
2086
$7.44M ﹤0.01%
290,885
-4,849
2087
$7.41M ﹤0.01%
544,442
+125,359
2088
$7.4M ﹤0.01%
513,939
+308,376
2089
$7.38M ﹤0.01%
102,086
+26,057
2090
$7.37M ﹤0.01%
172,193
+40,409
2091
$7.37M ﹤0.01%
2,325,276
+150,690
2092
$7.36M ﹤0.01%
486,421
+114,301
2093
$7.35M ﹤0.01%
67,018
-2,935
2094
$7.35M ﹤0.01%
81,599
+33,920
2095
$7.33M ﹤0.01%
263,433
+48,568
2096
$7.32M ﹤0.01%
8,991
+3,168
2097
$7.3M ﹤0.01%
442,130
+335,595
2098
$7.3M ﹤0.01%
367,132
+86,707
2099
$7.3M ﹤0.01%
352,379
+48,524
2100
$7.29M ﹤0.01%
461,483
-10,823