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
2426
$4.08M ﹤0.01%
304,783
-113,968
2427
$4.08M ﹤0.01%
478,938
+136,610
2428
$4.08M ﹤0.01%
266,895
+8,465
2429
$4.07M ﹤0.01%
190,325
-829,189
2430
$4.07M ﹤0.01%
155,024
+122,337
2431
$4.05M ﹤0.01%
80,504
+6,319
2432
$4.04M ﹤0.01%
700,119
-73,047
2433
$4.04M ﹤0.01%
2,002,318
2434
$4.04M ﹤0.01%
100,993
+36,990
2435
$4.02M ﹤0.01%
132,242
-9,113
2436
$4.01M ﹤0.01%
470,505
-19,845
2437
$3.97M ﹤0.01%
74,915
+1,087
2438
$3.97M ﹤0.01%
232,434
+122,784
2439
$3.96M ﹤0.01%
111,766
+5,032
2440
$3.94M ﹤0.01%
126,724
+3,196
2441
$3.93M ﹤0.01%
51,881
-11,915
2442
$3.92M ﹤0.01%
218,657
+8,049
2443
$3.92M ﹤0.01%
91,581
+981
2444
$3.92M ﹤0.01%
75,934
-697,637
2445
$3.89M ﹤0.01%
278,956
-13,920
2446
$3.88M ﹤0.01%
98,107
+12,156
2447
$3.88M ﹤0.01%
39,966
-8,019
2448
$3.88M ﹤0.01%
327,753
+147,049
2449
$3.87M ﹤0.01%
78,250
-22,902
2450
$3.86M ﹤0.01%
41,516
-3,739