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
2101
$7.72M ﹤0.01%
555,818
+131,376
2102
$7.72M ﹤0.01%
271,087
-174,583
2103
$7.71M ﹤0.01%
366,247
-66,495
2104
$7.7M ﹤0.01%
290,767
-4,051
2105
$7.68M ﹤0.01%
430,279
+134,918
2106
$7.67M ﹤0.01%
571,383
-73,838
2107
$7.67M ﹤0.01%
442,481
+57,189
2108
$7.67M ﹤0.01%
183,201
+148,193
2109
$7.66M ﹤0.01%
418,775
+52,953
2110
$7.64M ﹤0.01%
234,679
-1,492
2111
$7.62M ﹤0.01%
461,872
+53,326
2112
$7.6M ﹤0.01%
69,077
+6,568
2113
$7.58M ﹤0.01%
1,525,055
+787,249
2114
$7.58M ﹤0.01%
468,068
+199,059
2115
$7.57M ﹤0.01%
224,624
-93,450
2116
$7.57M ﹤0.01%
281,083
+27,972
2117
$7.57M ﹤0.01%
679,707
-182,889
2118
$7.55M ﹤0.01%
435,239
+398,718
2119
$7.53M ﹤0.01%
621,609
+564,881
2120
$7.49M ﹤0.01%
499,226
+17,270
2121
$7.47M ﹤0.01%
137,188
-7,423
2122
$7.44M ﹤0.01%
172,582
-140,930
2123
$7.44M ﹤0.01%
161,672
+5,204
2124
$7.42M ﹤0.01%
135,447
-46,667
2125
$7.37M ﹤0.01%
251,040
+60,919