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
2076
$8.19M ﹤0.01%
93,835
+52,943
2077
$8.17M ﹤0.01%
93,483
-764
2078
$8.16M ﹤0.01%
+200,000
2079
$8.15M ﹤0.01%
234,986
+11,713
2080
$8.14M ﹤0.01%
493,289
-41,020
2081
$8.14M ﹤0.01%
326,166
-701,615
2082
$8.13M ﹤0.01%
165,568
+70,854
2083
$8.11M ﹤0.01%
16,054
-11,256
2084
$8.1M ﹤0.01%
383,679
+39,744
2085
$8.04M ﹤0.01%
198,630
-26,054
2086
$8.03M ﹤0.01%
207,672
-326,313
2087
$8.02M ﹤0.01%
189,216
-4,365
2088
$7.99M ﹤0.01%
1,536,223
+37,739
2089
$7.95M ﹤0.01%
263,335
-68,384
2090
$7.95M ﹤0.01%
67,190
+4,165
2091
$7.94M ﹤0.01%
363,647
-6,423
2092
$7.87M ﹤0.01%
245,955
-154,125
2093
$7.86M ﹤0.01%
109,644
-15,436
2094
$7.85M ﹤0.01%
558,213
-52,073
2095
$7.85M ﹤0.01%
85,430
+19,437
2096
$7.84M ﹤0.01%
60,980
-1,434
2097
$7.81M ﹤0.01%
173,078
-19,276
2098
$7.8M ﹤0.01%
157,820
-189,604
2099
$7.77M ﹤0.01%
221,067
+19,736
2100
$7.76M ﹤0.01%
702,615
+64,826