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
$322B
AUM Growth
-$60.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,741
New
Increased
Reduced
Closed

Top Buys

1 +$269M
2 +$222M
3 +$196M
4
OCFT
OneConnect Financial Technology
OCFT
+$167M
5
ZTO icon
ZTO Express
ZTO
+$156M

Top Sells

1 +$10.7B
2 +$9.96B
3 +$7.49B
4
META icon
Meta Platforms (Facebook)
META
+$4.08B
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.81B

Sector Composition

1 Financials 15.6%
2 Technology 13.99%
3 Consumer Discretionary 12.05%
4 Healthcare 11.68%
5 Industrials 9.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2251
$3.75M ﹤0.01%
183,024
-72,956
2252
$3.73M ﹤0.01%
97,993
-31,728
2253
$3.73M ﹤0.01%
607,093
+88,083
2254
$3.73M ﹤0.01%
92,763
-3,276
2255
$3.72M ﹤0.01%
30,394
+350
2256
$3.71M ﹤0.01%
226,457
+7,016
2257
$3.71M ﹤0.01%
141,912
+19,543
2258
$3.71M ﹤0.01%
349,568
-57,138
2259
$3.71M ﹤0.01%
17,923
-762
2260
$3.7M ﹤0.01%
52,567
-249,213
2261
$3.69M ﹤0.01%
34,173
+910
2262
$3.69M ﹤0.01%
303,385
+20,172
2263
$3.67M ﹤0.01%
91,272
-24,694
2264
$3.66M ﹤0.01%
701,601
+59,623
2265
$3.65M ﹤0.01%
46,857
+8,082
2266
$3.65M ﹤0.01%
136,559
+32,905
2267
$3.64M ﹤0.01%
1,006,224
+308,606
2268
$3.62M ﹤0.01%
21,983
-6,560
2269
$3.61M ﹤0.01%
593,195
+276,106
2270
$3.61M ﹤0.01%
74,259
+3,900
2271
$3.61M ﹤0.01%
130,340
-3,774
2272
$3.61M ﹤0.01%
94,480
-15,717
2273
$3.6M ﹤0.01%
103,947
-124,947
2274
$3.6M ﹤0.01%
266,768
-2,061
2275
$3.6M ﹤0.01%
379,206