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
2501
$1.64M ﹤0.01%
100,789
+3,202
2502
$1.64M ﹤0.01%
75,050
+13,275
2503
$1.64M ﹤0.01%
84,746
+3,800
2504
$1.63M ﹤0.01%
14,919
+677
2505
$1.63M ﹤0.01%
64,840
+2,972
2506
$1.62M ﹤0.01%
2,805
+153
2507
$1.62M ﹤0.01%
211,078
+129,236
2508
$1.62M ﹤0.01%
28,035
-120,477
2509
$1.62M ﹤0.01%
90,513
-1,749
2510
$1.61M ﹤0.01%
109,356
+19,185
2511
$1.61M ﹤0.01%
59,557
-5,736
2512
$1.6M ﹤0.01%
431,967
-5,644
2513
$1.6M ﹤0.01%
49,150
+2,640
2514
$1.6M ﹤0.01%
79,738
+2,959
2515
$1.59M ﹤0.01%
77,619
-1,501
2516
$1.59M ﹤0.01%
10,429
-2,308
2517
$1.59M ﹤0.01%
+295,417
2518
$1.58M ﹤0.01%
38,642
-2,321
2519
$1.58M ﹤0.01%
42,773
+5,808
2520
$1.58M ﹤0.01%
37,283
+3,157
2521
$1.58M ﹤0.01%
251,412
-29,388
2522
$1.57M ﹤0.01%
49,677
-1,453
2523
$1.57M ﹤0.01%
144,680
+129,166
2524
$1.57M ﹤0.01%
3,069,819
-1,379
2525
$1.56M ﹤0.01%
43,209
+6,654