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
2326
$3.31M ﹤0.01%
104,990
-7,513
2327
$3.29M ﹤0.01%
200,033
-41,999
2328
$3.29M ﹤0.01%
322,033
+63,915
2329
$3.28M ﹤0.01%
162,617
+8,254
2330
$3.27M ﹤0.01%
49,845
-1,131
2331
$3.26M ﹤0.01%
478,511
+241,789
2332
$3.26M ﹤0.01%
253,561
+62,513
2333
$3.26M ﹤0.01%
54,849
-18,704
2334
$3.25M ﹤0.01%
37,496
+15,987
2335
$3.25M ﹤0.01%
105,326
-689,246
2336
$3.25M ﹤0.01%
174,124
-77,620
2337
$3.24M ﹤0.01%
205,846
+73,728
2338
$3.23M ﹤0.01%
402,366
+31,675
2339
$3.23M ﹤0.01%
58,694
-271,806
2340
$3.23M ﹤0.01%
51,810
+28,139
2341
$3.22M ﹤0.01%
55,212
-3,874
2342
$3.21M ﹤0.01%
105,810
+13,378
2343
$3.21M ﹤0.01%
+115,931
2344
$3.2M ﹤0.01%
7,240
-74,731
2345
$3.2M ﹤0.01%
126,727
+36,412
2346
$3.19M ﹤0.01%
509,217
-13,455
2347
$3.19M ﹤0.01%
27,431
-105,751
2348
$3.19M ﹤0.01%
91,277
-6,349
2349
$3.17M ﹤0.01%
145,185
-1,520
2350
$3.16M ﹤0.01%
75,463
-5,331