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
2351
$4.79M ﹤0.01%
99,893
+6,356
2352
$4.79M ﹤0.01%
38,045
-11,122
2353
$4.79M ﹤0.01%
46,708
+17,171
2354
$4.77M ﹤0.01%
263,029
+5,176
2355
$4.76M ﹤0.01%
107,012
-47,966
2356
$4.75M ﹤0.01%
191,461
+14,747
2357
$4.75M ﹤0.01%
19,187
-1,058
2358
$4.71M ﹤0.01%
110,361
+100,902
2359
$4.7M ﹤0.01%
235,498
+26,595
2360
$4.68M ﹤0.01%
236,603
+21,384
2361
$4.67M ﹤0.01%
540,298
-80,833
2362
$4.67M ﹤0.01%
154,837
-11,057
2363
$4.66M ﹤0.01%
189,744
+1,295
2364
$4.65M ﹤0.01%
116,892
+24,102
2365
$4.65M ﹤0.01%
168,533
+107,077
2366
$4.65M ﹤0.01%
76,123
-32,528
2367
$4.64M ﹤0.01%
167,297
+12,017
2368
$4.63M ﹤0.01%
646,578
+61,610
2369
$4.62M ﹤0.01%
79,037
+2,880
2370
$4.62M ﹤0.01%
119,835
-3,014
2371
$4.61M ﹤0.01%
43,279
+6,505
2372
$4.6M ﹤0.01%
101,698
-336,297
2373
$4.6M ﹤0.01%
292,556
+280,356
2374
$4.57M ﹤0.01%
1,069,714
-244,970
2375
$4.56M ﹤0.01%
344,464
+2,595