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Invesco

Invesco Ltd.

1331 SPRING STREET NW SUITE 2500, ATLANTA, GA 30309 • 404-892-0896

Q4 2024 · Filed 2025-02-13
Market Value
$540.8B
+4.4%
Holdings
6,409
+84
New Purchases
84
Added To
2,211
Closed
2,669
Reduced
1,401
Top 10 Concentration
19.0%
Turnover
43.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 3.23% 2.83% +0.39% $17.4B
AMZN 2.34% 1.98% +0.36% $12.6B
TSLA 0.94% 0.60% +0.34% $5.1B
ANET 0.23% 0.00% +0.23% $1.2B
LRCX 0.23% 0.00% +0.23% $1.2B
CRM 0.48% 0.29% +0.19% $2.6B
MRVL 0.33% 0.17% +0.16% $1.8B
BLK 0.16% 0.00% +0.16% $845M
NFLX 0.71% 0.57% +0.14% $3.8B
APP 0.18% 0.05% +0.14% $978M
PLTR 0.21% 0.08% +0.13% $1.1B
FLUT 0.11% 0.00% +0.11% $622M
GOOGL 1.51% 1.40% +0.11% $8.2B
IEMG 0.18% 0.08% +0.09% $949M
TEAM 0.11% 0.02% +0.09% $595M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.06% 3.21% -0.15% $16.5B
UNH 0.56% 0.69% -0.13% $3.1B
REGN 0.11% 0.24% -0.12% $616M
LLY 0.52% 0.63% -0.11% $2.8B
ELV 0.14% 0.24% -0.10% $772M
AMAT 0.25% 0.34% -0.09% $1.3B
BABA 0.04% 0.13% -0.09% $191M
ADBE 0.34% 0.43% -0.09% $1.9B
ADI 0.37% 0.45% -0.09% $2.0B
DHR 0.14% 0.22% -0.08% $748M
QCOM 0.27% 0.36% -0.08% $1.5B
AMD 0.25% 0.34% -0.08% $1.4B
META 1.87% 1.94% -0.07% $10.1B
PM 0.38% 0.45% -0.07% $2.1B
XOM 0.41% 0.47% -0.07% $2.2B

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 27.4%
Industrials 15.8%
Technology 13.8%
Healthcare 9.8%
Consumer Cyclical 9.3%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 69 $176.9B 32.9%
Large Cap 875 $290.6B 54.1%
Mid Cap 1,089 $56.6B 10.5%
Small Cap 1,378 $12.4B 2.3%
Micro Cap 786 $1.1B 0.2%

Portfolio Analytics

Avg Market Cap
$22.6B
Median Market Cap
$1.8B
Avg P/E
28.6
Median P/E
18.1
Avg Dividend Yield
0.04%
Avg Beta
1.01
# Stocks
3,682
# ETFs / Funds
534

Top Holdings (6,409 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 3.23% 129,889,317 $17.4B $134.29 $2.8B +9,168,168 +7.6%
2 MSFT 3.06% 39,248,561 $16.5B $421.50 -$96M +578,613 +1.5%
3 AAPL 3.05% 65,903,964 $16.5B $250.42 $1.2B +13,798 +0.0%
4 AMZN 2.34% 57,591,462 $12.6B $219.39 $2.4B +2,579,094 +4.7%
5 META 1.87% 17,268,868 $10.1B $585.51 $48M -309,755 -1.8%
6 AVGO 1.56% 36,306,313 $8.4B $231.84 $702M -8,417,851 -18.8%
7 GOOGL 1.51% 43,055,169 $8.2B $189.30 $901M -653,444 -1.5%
8 TSLA 0.94% 12,575,114 $5.1B $403.84 $2.0B +774,383 +6.6%
9 NFLX 0.71% 4,308,201 $3.8B $891.32 $869M +119,787 +2.9%
10 GOOG 0.70% 19,939,547 $3.8B $190.44 $622M +944,858 +5.0%
11 COST 0.63% 3,715,685 $3.4B $916.27 $149M +43,266 +1.2%
12 V 0.60% 10,191,218 $3.2B $316.04 $389M -107,755 -1.0%
13 JPM 0.59% 13,207,448 $3.2B $239.71 $331M -237,519 -1.8%
14 UNH 0.56% 6,033,896 $3.1B $505.86 -$527M -87,364 -1.4%
15 LLY 0.52% 3,672,815 $2.8B $772.00 -$426M -7,993 -0.2%
16 JNJ 0.51% 19,126,079 $2.8B $144.62 -$144M +1,171,975 +6.5%
17 CRM 0.48% 7,791,015 $2.6B $334.33 $1.1B +2,325,156 +42.5%
18 WMT 0.47% 28,365,122 $2.6B $90.35 $302M +368,711 +1.3%
19 MA 0.47% 4,837,519 $2.5B $526.57 $159M +972 +0.0%
20 CSCO 0.47% 42,679,696 $2.5B $59.20 $212M -810,358 -1.9%
21 BRK-B 0.44% 5,268,209 $2.4B $453.28 -$39M -5,593 -0.1%
22 WFC 0.43% 33,389,969 $2.3B $70.24 $246M -3,769,129 -10.1%
23 TXN 0.41% 11,893,157 $2.2B $187.51 $101M +1,587,036 +15.4%
24 XOM 0.41% 20,456,964 $2.2B $107.57 -$257M -508,642 -2.4%
25 CVX 0.40% 15,027,474 $2.2B $144.84 $106M +964,426 +6.9%
26 ISRG 0.40% 4,148,180 $2.2B $521.96 $272M +295,025 +7.7%
27 BAC 0.40% 48,966,793 $2.2B $43.95 $260M +1,283,171 +2.7%
28 PM 0.38% 17,215,615 $2.1B $120.35 -$266M -2,044,176 -10.6%
29 ADI 0.37% 9,300,799 $2.0B $212.46 -$364M -865,536 -8.5%
30 QQQM 0.36% 9,323,266 $2.0B $210.45 $325M +1,170,093 +14.4%
31 TMUS 0.36% 8,809,417 $1.9B $220.73 $206M +384,956 +4.6%
32 INTU 0.35% 3,042,173 $1.9B $628.50 -$65M -141,002 -4.4%
33 PG 0.35% 11,265,453 $1.9B $167.65 $171M +1,345,501 +13.6%
34 ADBE 0.34% 4,165,365 $1.9B $444.68 -$387M -158,975 -3.7%
35 NOW 0.34% 1,721,051 $1.8B $1,060.12 $247M -42,842 -2.4%
36 MRVL 0.33% 16,157,979 $1.8B $110.45 $889M +3,737,705 +30.1%
37 RSP 0.32% 9,993,434 $1.8B $175.23 $380M +2,338,882 +30.6%
38 KKR 0.32% 11,672,757 $1.7B $147.91 $25M -1,359,872 -10.4%
39 GS 0.32% 3,010,583 $1.7B $572.62 $347M +229,673 +8.3%
40 CMCSA 0.31% 45,175,969 $1.7B $37.53 $3M +4,669,069 +11.5%
41 BKNG 0.31% 340,247 $1.7B $4,968.41 $274M +3,884 +1.2%
42 PEP 0.30% 10,836,264 $1.6B $152.06 -$173M +130,913 +1.2%
43 LIN 0.30% 3,818,608 $1.6B $418.67 -$96M +265,455 +7.5%
44 GE 0.29% 9,544,757 $1.6B $166.79 $19M +1,204,910 +14.4%
45 PH 0.29% 2,502,728 $1.6B $636.03 $136M +198,292 +8.6%
46 COP 0.29% 15,570,246 $1.5B $99.17 $348M +4,211,939 +37.1%
47 MRK 0.28% 15,452,240 $1.5B $99.48 $106M +2,847,934 +22.6%
48 KO 0.28% 24,566,933 $1.5B $62.26 $37M +3,791,300 +18.2%
49 QCOM 0.27% 9,630,193 $1.5B $153.62 -$364M -1,207,891 -11.1%
50 UNP 0.27% 6,439,861 $1.5B $228.04 -$48M +285,401 +4.6%
51 JCI 0.27% 18,407,597 $1.5B $78.93 $191M +2,150,573 +13.2%
52 SPGI 0.27% 2,891,884 $1.4B $498.03 -$251M -381,163 -11.6%
53 EMR 0.26% 11,466,470 $1.4B $123.93 $87M -732,517 -6.0%
54 AIG 0.26% 19,411,423 $1.4B $72.80 -$54M -628,875 -3.1%
55 BSX 0.26% 15,790,666 $1.4B $89.32 $246M +1,893,012 +13.6%
56 FI 0.26% 6,806,141 $1.4B $205.42 $95M -448,063 -6.2%
57 DIS 0.25% 12,366,140 $1.4B $111.35 $155M -341,624 -2.7%
58 AMD 0.25% 11,368,317 $1.4B $120.79 -$367M +765,447 +7.2%
59 AXP 0.25% 4,625,900 $1.4B $296.79 $21M -360,341 -7.2%
60 AMAT 0.25% 8,210,778 $1.3B $162.63 -$419M -471,847 -5.4%
61 PGR 0.24% 5,521,545 $1.3B $239.61 -$39M +153,044 +2.9%
62 SYY 0.24% 16,907,541 $1.3B $76.46 $39M +851,441 +5.3%
63 ABBV 0.23% 7,120,186 $1.3B $177.70 -$267M -638,196 -8.2%
64 MCD 0.23% 4,277,907 $1.2B $289.89 $115M +583,649 +15.8%
65 ANET 0.23% 11,190,118 $1.2B $110.53 $1.2B +11,190,118 +100.0% NEW
66 MDT 0.23% 15,445,284 $1.2B $79.88 $53M +2,333,600 +17.8%
67 PLD 0.23% 11,577,456 $1.2B $105.70 -$233M +44,702 +0.4%
68 LRCX 0.23% 16,858,135 $1.2B $72.23 $1.2B +16,858,135 +100.0% NEW
69 HON 0.22% 5,285,417 $1.2B $225.89 $156M +263,188 +5.2%
70 OMFL 0.22% 21,793,427 $1.2B $54.23 -$8M -668,000 -3.0%
71 HD 0.22% 3,027,794 $1.2B $388.99 -$65M -40,516 -1.3%
72 RTX 0.22% 10,157,769 $1.2B $115.72 $129M +1,522,251 +17.6%
73 LOW 0.21% 4,705,927 $1.2B $246.80 -$191M -286,037 -5.7%
74 C 0.21% 16,247,095 $1.1B $70.39 $250M +1,970,300 +13.8%
75 ADP 0.21% 3,886,552 $1.1B $292.73 $123M +219,032 +6.0%
76 ETN 0.21% 3,379,435 $1.1B $331.87 -$11M -38,559 -1.1%
77 MS 0.21% 8,893,909 $1.1B $125.72 $39M -1,462,965 -14.1%
78 PLTR 0.21% 14,748,240 $1.1B $75.63 $697M +3,509,311 +31.2%
79 ET 0.20% 56,113,966 $1.1B $19.59 $164M -2,179,069 -3.7%
80 SCHW 0.20% 14,842,544 $1.1B $74.01 $164M +430,250 +3.0%
81 HTHT 0.20% 33,025,135 $1.1B $33.03 -$202M -1,733,897 -5.0%
82 AMT 0.20% 5,941,586 $1.1B $183.41 -$186M +455,225 +8.3%
83 CAT 0.20% 2,991,403 $1.1B $362.76 -$81M +9,212 +0.3%
84 T 0.20% 47,651,898 $1.1B $22.77 $198M +7,347,354 +18.2%
85 SPLG 0.20% 15,463,978 $1.1B $68.94 $174M +2,250,006 +17.0%
86 CFG 0.20% 24,195,533 $1.1B $43.76 $29M -873,828 -3.5%
87 TJX 0.20% 8,753,021 $1.1B $120.81 $71M +363,879 +4.3%
88 ORCL 0.19% 6,303,466 $1.1B $166.64 -$38M -82,260 -1.3%
89 SBUX 0.19% 11,457,981 $1.0B $91.25 $21M +944,897 +9.0%
90 GILD 0.19% 11,277,915 $1.0B $92.37 $205M +1,292,399 +12.9%
91 HEI-A 0.19% 5,594,807 $1.0B $186.08 -$141M -206,819 -3.6%
92 FERG 0.19% 5,991,445 $1.0B $173.57 $95M +1,231,120 +25.9%
93 LMT 0.19% 2,131,928 $1.0B $485.94 -$24M +318,007 +17.5%
94 BX 0.19% 5,987,702 $1.0B $172.42 $172M +371,677 +6.6%
95 PNC 0.19% 5,291,060 $1.0B $192.85 -$44M -468,655 -8.1%
96 ABT 0.19% 9,018,429 $1.0B $113.11 $214M +1,948,329 +27.6%
97 AMGN 0.19% 3,887,248 $1.0B $260.64 -$152M +270,135 +7.5%
98 MPLX 0.19% 20,963,793 $1.0B $47.86 $68M -72,382 -0.3%
99 SU 0.18% 27,773,793 $991M $35.68 -$104M -1,879,203 -6.3%
100 APP 0.18% 3,018,990 $978M $323.83 $743M +1,222,074 +68.0%

Options Breakdown

118 Calls $101M Call Value 4 Puts $20M Put Value 0.2 P/C Ratio

Top Calls

SymbolSharesValueStatus
FXI 744,400 $23M
QQQ 38,900 $20M
BKNG 3,500 $17M
RCL 59,200 $14M
PANW 57,000 $10M
CCL 385,500 $10M
VST 10,100 $1M
IGT 63,100 $1M NEW
WYNN 10,000 $862K
FTAI 5,400 $778K

Top Puts

SymbolSharesValueStatus
QQQ 38,900 $20M
HYG $0 SOLD
NGD $0 SOLD
SPY $0 SOLD

New Positions

SymbolValue% Port
ANET $1.2B 0.23%
LRCX $1.2B 0.23%
BLK $845M 0.16%
APTV $238M 0.04%
SMCI $230M 0.04%
RWL $120M 0.02%
RDDT $118M 0.02%
WFRD $104M 0.02%
TLT $85M 0.02%
ECG $65M 0.01%
VIK $59M 0.01%
XLG $54M 0.01%
CLBT $33M 0.01%
BA Note
6% due 10/15/27
$25M —%
TTAN $21M —%

Sold Out Positions

SymbolValue% Port
ONDS —%
SHV —%
CIVB —%
BWEN —%
HBCP —%
EBMT —%
ADSE —%
NEXA —%
JYNT —%
AMLX —%
AOUT —%
GAMB —%
BCBP —%
GSIT —%
CSBR —%
View SEC EDGAR Filings for Invesco →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms