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
$236B
AUM Growth
-$19.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,385
New
Increased
Reduced
Closed

Top Sells

1 +$786M
2 +$723M
3 +$424M
4
BRCM
BROADCOM CORP CL-A
BRCM
+$196M
5
LLY icon
Eli Lilly
LLY
+$192M

Sector Composition

1 Technology 15.54%
2 Financials 13.56%
3 Healthcare 13.03%
4 Real Estate 8.86%
5 Communication Services 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1.72M ﹤0.01%
158,126
-101,592
2477
$1.72M ﹤0.01%
53,541
-4,786
2478
$1.71M ﹤0.01%
22,145
-626
2479
$1.71M ﹤0.01%
156,315
-205,616
2480
$1.71M ﹤0.01%
184,229
+652
2481
$1.71M ﹤0.01%
197,579
-5,136
2482
$1.71M ﹤0.01%
26,177
-42,178
2483
$1.71M ﹤0.01%
196,763
+42,746
2484
$1.71M ﹤0.01%
15,042
+3,459
2485
$1.71M ﹤0.01%
61,361
+2,896
2486
$1.7M ﹤0.01%
640,549
-85,027
2487
$1.7M ﹤0.01%
60,924
+6,244
2488
$1.7M ﹤0.01%
222,591
-5,159
2489
$1.7M ﹤0.01%
125,333
+111,605
2490
$1.7M ﹤0.01%
169,109
-64,736
2491
$1.69M ﹤0.01%
691,617
-41,014
2492
$1.69M ﹤0.01%
65,924
+64,671
2493
$1.68M ﹤0.01%
63,129
+1,621
2494
$1.67M ﹤0.01%
57,968
-5,709
2495
$1.66M ﹤0.01%
48,387
+6,944
2496
$1.66M ﹤0.01%
290,110
+241,692
2497
$1.66M ﹤0.01%
65,661
-5,381
2498
$1.66M ﹤0.01%
790,899
-513,267
2499
$1.66M ﹤0.01%
54,793
+6,081
2500
$1.65M ﹤0.01%
23,745
-464