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
2451
$3.65M ﹤0.01%
403,127
-18,934
2452
$3.64M ﹤0.01%
306,554
-13,028
2453
$3.63M ﹤0.01%
183,949
+12,703
2454
$3.63M ﹤0.01%
50,876
+10,672
2455
$3.62M ﹤0.01%
2,922,296
+292,792
2456
$3.6M ﹤0.01%
573,796
-588,676
2457
$3.6M ﹤0.01%
3,604
+15
2458
$3.58M ﹤0.01%
195,707
-54,328
2459
$3.56M ﹤0.01%
193,718
+64,079
2460
$3.56M ﹤0.01%
37,225
+1,027
2461
$3.56M ﹤0.01%
+143,795
2462
$3.55M ﹤0.01%
367,875
+76,321
2463
$3.54M ﹤0.01%
137,381
+11,061
2464
$3.54M ﹤0.01%
+293,041
2465
$3.54M ﹤0.01%
70,341
-712
2466
$3.53M ﹤0.01%
141,234
+46,770
2467
$3.53M ﹤0.01%
70,584
-129,416
2468
$3.53M ﹤0.01%
+6,605
2469
$3.5M ﹤0.01%
80,478
+19,251
2470
$3.5M ﹤0.01%
52,553
+13,007
2471
$3.49M ﹤0.01%
65,156
-12,888
2472
$3.49M ﹤0.01%
32,200
+500
2473
$3.49M ﹤0.01%
174,605
+55,658
2474
$3.49M ﹤0.01%
91,775
+1,300
2475
$3.48M ﹤0.01%
43,729
+29,793