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
2326
$4.86M ﹤0.01%
267,679
+44,722
2327
$4.83M ﹤0.01%
321,300
-5,425
2328
$4.82M ﹤0.01%
103,780
-82,481
2329
$4.82M ﹤0.01%
188,949
-9,504
2330
$4.81M ﹤0.01%
21,766
-1,170
2331
$4.78M ﹤0.01%
78,540
-48,926
2332
$4.78M ﹤0.01%
410,893
+2,617
2333
$4.78M ﹤0.01%
137,366
+30,300
2334
$4.76M ﹤0.01%
790,142
+211,506
2335
$4.76M ﹤0.01%
+297,255
2336
$4.75M ﹤0.01%
153,398
+24,749
2337
$4.74M ﹤0.01%
187,664
+20,359
2338
$4.74M ﹤0.01%
116,238
+3,505
2339
$4.74M ﹤0.01%
36,619
+5,982
2340
$4.68M ﹤0.01%
207,356
+11,834
2341
$4.68M ﹤0.01%
46,469
-398
2342
$4.68M ﹤0.01%
115,411
+32,049
2343
$4.64M ﹤0.01%
92,260
+6,374
2344
$4.64M ﹤0.01%
125,706
+9,393
2345
$4.63M ﹤0.01%
222,830
+44,756
2346
$4.63M ﹤0.01%
7,677
+177
2347
$4.61M ﹤0.01%
268,939
-858
2348
$4.6M ﹤0.01%
545,360
-74,974
2349
$4.59M ﹤0.01%
237,750
-7,700
2350
$4.57M ﹤0.01%
295,254
+92,261