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
2276
$3.6M ﹤0.01%
154,086
+72,113
2277
$3.59M ﹤0.01%
219,486
-3,872
2278
$3.58M ﹤0.01%
198,567
-178,164
2279
$3.57M ﹤0.01%
260,207
-17,171
2280
$3.56M ﹤0.01%
480,217
-410,308
2281
$3.56M ﹤0.01%
172,458
+1,296
2282
$3.55M ﹤0.01%
173,188
+31,206
2283
$3.54M ﹤0.01%
110,669
-17,983
2284
$3.53M ﹤0.01%
96,028
-5,994
2285
$3.53M ﹤0.01%
412,010
-85,310
2286
$3.52M ﹤0.01%
369,340
+12,822
2287
$3.52M ﹤0.01%
378,236
-24,947
2288
$3.52M ﹤0.01%
185,019
+11,388
2289
$3.51M ﹤0.01%
42,073
-12,252
2290
$3.51M ﹤0.01%
77,362
-130,024
2291
$3.49M ﹤0.01%
119,171
-17,802
2292
$3.49M ﹤0.01%
235,606
-42,427
2293
$3.49M ﹤0.01%
69,037
+18,737
2294
$3.49M ﹤0.01%
285,337
+89,609
2295
$3.47M ﹤0.01%
89,402
-2,996
2296
$3.47M ﹤0.01%
75,084
-2,896
2297
$3.46M ﹤0.01%
660,145
+335,391
2298
$3.46M ﹤0.01%
50,335
-348,771
2299
$3.45M ﹤0.01%
235,853
+37,759
2300
$3.45M ﹤0.01%
101,356
+1,392