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
2401
$4.28M ﹤0.01%
217,128
-556,655
2402
$4.28M ﹤0.01%
347,471
-7,107
2403
$4.27M ﹤0.01%
92,212
-24,670
2404
$4.26M ﹤0.01%
338,220
-70,105
2405
$4.26M ﹤0.01%
135,534
-6,405
2406
$4.25M ﹤0.01%
60,495
-3,985
2407
$4.25M ﹤0.01%
161,155
-10,375
2408
$4.24M ﹤0.01%
1,280,497
-241,556
2409
$4.24M ﹤0.01%
93,098
+17,507
2410
$4.21M ﹤0.01%
41,109
+4,055
2411
$4.2M ﹤0.01%
6,169
-5,751
2412
$4.18M ﹤0.01%
463,648
-30,970
2413
$4.17M ﹤0.01%
71,833
-3,933
2414
$4.17M ﹤0.01%
35,021
-6,868
2415
$4.17M ﹤0.01%
100,886
-132,105
2416
$4.16M ﹤0.01%
258,327
-2,247,788
2417
$4.15M ﹤0.01%
112,789
-1,279
2418
$4.15M ﹤0.01%
51,778
+2,617
2419
$4.15M ﹤0.01%
147,414
+21,977
2420
$4.14M ﹤0.01%
+221,983
2421
$4.13M ﹤0.01%
153,495
-21,302
2422
$4.12M ﹤0.01%
55,649
-3,510
2423
$4.12M ﹤0.01%
116,280
+2,485
2424
$4.11M ﹤0.01%
226,979
-2,546,826
2425
$4.1M ﹤0.01%
182,343
-46,771