Invesco Ltd.
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,822 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 34.6M | $13B | 3.1% | $229.67 | +61.33% | 13 qtrssince 2020-Q4 | Decreased 0 |
APPLE INC | 51.1M | $9.8B | 2.3% | $144.08 | +32.02% | 13 qtrssince 2020-Q4 | Increased 55 |
AMAZON.COM INC | 47.4M | $7.2B | 1.7% | $113.36 | +34.04% | 13 qtrssince 2020-Q4 | Increased 52 |
ALPHABET INC-CL A | 45.7M | $6.4B | 1.5% | $98.49 | +40.77% | 13 qtrssince 2020-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 17.4M | $6.2B | 1.5% | $231.50 | +51.83% | 13 qtrssince 2020-Q4 | Decreased 0 |
NVIDIA CORP | 12.3M | $6.1B | 1.4% | $19.43 | +154.66% | 13 qtrssince 2020-Q4 | Decreased 0 |
BROADCOM INC | 3.7M | $4.2B | 1.0% | $57.67 | +89.27% | 13 qtrssince 2020-Q4 | Increased 52 |
VISA INC-CLASS A SHARES | 11.1M | $2.9B | 0.7% | $211.94 | +20.33% | 13 qtrssince 2020-Q4 | Increased 47 |
ADOBE INC | 4.7M | $2.8B | 0.7% | $510.35 | +16.90% | 13 qtrssince 2020-Q4 | Increased 48 |
ALPHABET INC-CL C | 19.5M | $2.7B | 0.7% | $100.76 | +38.82% | 13 qtrssince 2020-Q4 | Increased 45 |
JPMORGAN CHASE & CO | 14.6M | $2.5B | 0.6% | $115.64 | +40.06% | 13 qtrssince 2020-Q4 | Increased 45 |
TESLA INC | 10M | $2.5B | 0.6% | $254.10 | -2.21% | 13 qtrssince 2020-Q4 | Increased 55 |
UNITEDHEALTH GROUP INC | 4.6M | $2.4B | 0.6% | $374.08 | +35.24% | 13 qtrssince 2020-Q4 | Increased 49 |
CHEVRON CORP | 15.3M | $2.3B | 0.5% | $84.39 | +60.37% | 13 qtrssince 2020-Q4 | Increased 51 |
ANALOG DEVICES INC | 10.9M | $2.2B | 0.5% | $153.09 | +25.47% | 13 qtrssince 2020-Q4 | Increased 49 |
JOHNSON & JOHNSON | 13.3M | $2.1B | 0.5% | $139.89 | +5.38% | 13 qtrssince 2020-Q4 | Increased 41 |
ADVANCED MICRO DEVICES | 14M | $2.1B | 0.5% | $101.11 | +45.79% | 13 qtrssince 2020-Q4 | Increased 47 |
EXXON MOBIL CORP | 20.1M | $2B | 0.5% | $59.97 | +54.48% | 13 qtrssince 2020-Q4 | Decreased 0 |
WELLS FARGO & CO | 39.8M | $2B | 0.5% | $29.14 | +60.26% | 13 qtrssince 2020-Q4 | Decreased 0 |
INTUIT INC | 3M | $1.9B | 0.5% | $394.71 | +56.09% | 13 qtrssince 2020-Q4 | Decreased 0 |
Invesco Ltd. manages $420.2B across 3822 positions as of Q4 2023. Top holdings: MSFT (3.1%), AAPL (2.3%), AMZN (1.7%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 136 new positions, 177 exits, 1982 increased. Top move: AAPL (INCREASED, conviction 55). Portfolio: $420.2B across 3822 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer