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
2401
$2.89M ﹤0.01%
1,014,907
+133,100
2402
$2.88M ﹤0.01%
106,904
-6,293
2403
$2.88M ﹤0.01%
11,927
2404
$2.88M ﹤0.01%
369,625
+14,041
2405
$2.87M ﹤0.01%
183,988
+9,688
2406
$2.87M ﹤0.01%
144,617
+67,588
2407
$2.87M ﹤0.01%
189,048
-22,339
2408
$2.85M ﹤0.01%
34,032
-207,087
2409
$2.85M ﹤0.01%
62,239
-217
2410
$2.84M ﹤0.01%
136,004
+36,902
2411
$2.84M ﹤0.01%
244,965
+84,659
2412
$2.83M ﹤0.01%
88,608
+11,121
2413
$2.82M ﹤0.01%
36,004
-22,998
2414
$2.82M ﹤0.01%
107,593
+23,085
2415
$2.81M ﹤0.01%
108,014
-9,278
2416
$2.81M ﹤0.01%
240,273
+55,490
2417
$2.79M ﹤0.01%
88,108
-58,373
2418
$2.79M ﹤0.01%
246,032
-153,115
2419
$2.77M ﹤0.01%
+37,857
2420
$2.77M ﹤0.01%
70,843
-55,216
2421
$2.77M ﹤0.01%
815,658
-17,646
2422
$2.76M ﹤0.01%
186,374
-1,966
2423
$2.73M ﹤0.01%
34,822
-3,060
2424
$2.73M ﹤0.01%
59,388
-3,447
2425
$2.73M ﹤0.01%
179,508
-203,647