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
2426
$3.92M ﹤0.01%
232,570
+27,395
2427
$3.91M ﹤0.01%
44,271
+7,745
2428
$3.9M ﹤0.01%
148,711
+6,111
2429
$3.9M ﹤0.01%
58,799
+9,815
2430
$3.87M ﹤0.01%
404,829
-88,422
2431
$3.87M ﹤0.01%
540,550
+414,768
2432
$3.86M ﹤0.01%
379,650
+80,728
2433
$3.85M ﹤0.01%
+120,905
2434
$3.85M ﹤0.01%
1,595,560
+128,994
2435
$3.83M ﹤0.01%
449,092
-69,241
2436
$3.83M ﹤0.01%
137,767
-63,677
2437
$3.79M ﹤0.01%
52,093
-564,346
2438
$3.75M ﹤0.01%
290,904
+48,220
2439
$3.75M ﹤0.01%
202,900
+41,075
2440
$3.74M ﹤0.01%
184,295
-30,923
2441
$3.73M ﹤0.01%
161,247
+71,282
2442
$3.73M ﹤0.01%
248,650
-848,830
2443
$3.73M ﹤0.01%
102,814
+11,064
2444
$3.72M ﹤0.01%
111,244
-17,201
2445
$3.71M ﹤0.01%
854,557
+594,884
2446
$3.71M ﹤0.01%
+92,748
2447
$3.69M ﹤0.01%
947,280
2448
$3.67M ﹤0.01%
18,661
+5,260
2449
$3.67M ﹤0.01%
995
-165
2450
$3.67M ﹤0.01%
51,746
+5,939