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
2201
$6.26M ﹤0.01%
199,451
+18,223
2202
$6.25M ﹤0.01%
4,057,769
+2,938,511
2203
$6.22M ﹤0.01%
135,162
+7,254
2204
$6.18M ﹤0.01%
160,520
-70,210
2205
$6.18M ﹤0.01%
126,011
+17,098
2206
$6.18M ﹤0.01%
113,416
+601
2207
$6.17M ﹤0.01%
703,084
+3,084
2208
$6.16M ﹤0.01%
118,603
+15,297
2209
$6.15M ﹤0.01%
461,847
-8,903
2210
$6.11M ﹤0.01%
136,902
-20,538
2211
$6.1M ﹤0.01%
92,922
+28,042
2212
$6.06M ﹤0.01%
338,790
-27,563
2213
$6.04M ﹤0.01%
182,417
-7,610
2214
$6.04M ﹤0.01%
420,142
+115,979
2215
$6.03M ﹤0.01%
39,573
+20,335
2216
$6.02M ﹤0.01%
153,167
+8,330
2217
$5.96M ﹤0.01%
163,478
-1,403
2218
$5.96M ﹤0.01%
93,904
-17,311
2219
$5.95M ﹤0.01%
+9,039
2220
$5.95M ﹤0.01%
313,430
+98,937
2221
$5.94M ﹤0.01%
260,505
+15,458
2222
$5.93M ﹤0.01%
133,710
+25,872
2223
$5.93M ﹤0.01%
246,281
+24,916
2224
$5.92M ﹤0.01%
441,176
+212,600
2225
$5.92M ﹤0.01%
385,669
+64,550