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
2451
$3.85M ﹤0.01%
120,659
+4,649
2452
$3.85M ﹤0.01%
103,030
+8,913
2453
$3.85M ﹤0.01%
114,361
+56,703
2454
$3.84M ﹤0.01%
147,346
-15,212
2455
$3.84M ﹤0.01%
+350,457
2456
$3.83M ﹤0.01%
36,260
+3,083
2457
$3.83M ﹤0.01%
144,689
-11,311
2458
$3.82M ﹤0.01%
316,385
+87,989
2459
$3.81M ﹤0.01%
169,793
+7,178
2460
$3.78M ﹤0.01%
1,216,450
2461
$3.77M ﹤0.01%
262,104
+12,293
2462
$3.77M ﹤0.01%
893,298
-230,749
2463
$3.77M ﹤0.01%
423,412
-12,430
2464
$3.76M ﹤0.01%
413,967
+73,365
2465
$3.76M ﹤0.01%
111,536
+42,146
2466
$3.75M ﹤0.01%
117,855
-58,371
2467
$3.75M ﹤0.01%
244,985
-40,191
2468
$3.74M ﹤0.01%
322,475
-157,651
2469
$3.73M ﹤0.01%
47,861
+36,603
2470
$3.7M ﹤0.01%
365,985
+7,642
2471
$3.69M ﹤0.01%
88,100
-804
2472
$3.68M ﹤0.01%
35,585
-8,005
2473
$3.67M ﹤0.01%
52,081
-3,655
2474
$3.67M ﹤0.01%
38,378
-11,482
2475
$3.65M ﹤0.01%
208,990
+6,653