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
2301
$5.33M ﹤0.01%
41,413
+1,506
2302
$5.32M ﹤0.01%
443,733
-26,449
2303
$5.31M ﹤0.01%
727,952
-72,693
2304
$5.29M ﹤0.01%
58,773
-58,532
2305
$5.29M ﹤0.01%
109,480
-102,794
2306
$5.28M ﹤0.01%
478,571
-183,549
2307
$5.28M ﹤0.01%
251,297
-5,155,457
2308
$5.27M ﹤0.01%
26,104
+3,358
2309
$5.26M ﹤0.01%
257,947
-69,410
2310
$5.24M ﹤0.01%
567,034
+200,293
2311
$5.24M ﹤0.01%
225,937
+82,868
2312
$5.22M ﹤0.01%
27,075
+6,691
2313
$5.21M ﹤0.01%
100,995
-30,453
2314
$5.21M ﹤0.01%
304,226
+43,959
2315
$5.21M ﹤0.01%
250,859
+10,888
2316
$5.18M ﹤0.01%
103,112
-10,814
2317
$5.17M ﹤0.01%
247,176
+57,136
2318
$5.17M ﹤0.01%
1,439,852
+20,406
2319
$5.17M ﹤0.01%
84,780
+24,772
2320
$5.17M ﹤0.01%
614,241
-17,252
2321
$5.13M ﹤0.01%
131,107
-3,135
2322
$5.12M ﹤0.01%
234,438
-83,835
2323
$5.1M ﹤0.01%
214,898
-3,157
2324
$5.1M ﹤0.01%
401,762
+102,735
2325
$5.09M ﹤0.01%
41,388
+2,027