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
2176
$6.46M ﹤0.01%
1,327,212
+194,107
2177
$6.46M ﹤0.01%
125,925
+11,458
2178
$6.45M ﹤0.01%
78,189
-2,079
2179
$6.45M ﹤0.01%
133,653
-1,986,591
2180
$6.44M ﹤0.01%
275,389
-64,144
2181
$6.42M ﹤0.01%
26,312
-3,095
2182
$6.42M ﹤0.01%
84,263
-8,498
2183
$6.42M ﹤0.01%
73,647
-1,871,557
2184
$6.42M ﹤0.01%
208,355
+16,007
2185
$6.41M ﹤0.01%
+150,658
2186
$6.41M ﹤0.01%
+424,849
2187
$6.4M ﹤0.01%
1,124,463
-177,092
2188
$6.38M ﹤0.01%
206,054
+43,254
2189
$6.36M ﹤0.01%
137,037
+7,207
2190
$6.34M ﹤0.01%
433,762
-548,803
2191
$6.32M ﹤0.01%
169,880
+19,833
2192
$6.32M ﹤0.01%
2,365,723
-7,652,087
2193
$6.31M ﹤0.01%
81,532
+25,587
2194
$6.3M ﹤0.01%
62,247
-2,963
2195
$6.3M ﹤0.01%
526,352
+154,802
2196
$6.3M ﹤0.01%
64,522
+12,035
2197
$6.29M ﹤0.01%
126,646
+10,585
2198
$6.29M ﹤0.01%
201,101
+20,322
2199
$6.28M ﹤0.01%
55,275
+21,593
2200
$6.27M ﹤0.01%
75,084
+13,322