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
2726
$1.1M ﹤0.01%
153,478
+43,512
2727
$1.1M ﹤0.01%
42,585
-11,880
2728
$1.1M ﹤0.01%
32,831
-876
2729
$1.1M ﹤0.01%
100,311
+2,536
2730
$1.1M ﹤0.01%
73,134
-304,591
2731
$1.1M ﹤0.01%
82,306
-184,041
2732
$1.1M ﹤0.01%
38,552
-130,247
2733
$1.1M ﹤0.01%
128,666
-17,484
2734
$1.09M ﹤0.01%
74,045
+13,111
2735
$1.09M ﹤0.01%
36,070
+338
2736
$1.09M ﹤0.01%
182,715
-54,157
2737
$1.08M ﹤0.01%
187,136
+5,399
2738
$1.08M ﹤0.01%
383,731
-2,085
2739
$1.08M ﹤0.01%
39,267
+1,524
2740
$1.08M ﹤0.01%
290,909
-318,654
2741
$1.07M ﹤0.01%
82,815
-284
2742
$1.07M ﹤0.01%
20,219
-4,863
2743
$1.07M ﹤0.01%
81,851
-10,172
2744
$1.07M ﹤0.01%
58,768
-32,474
2745
$1.07M ﹤0.01%
174,270
+74,684
2746
$1.07M ﹤0.01%
137,006
-4,814
2747
$1.07M ﹤0.01%
45,534
+1,040
2748
$1.06M ﹤0.01%
53,690
+1,797
2749
$1.06M ﹤0.01%
18,553
+748
2750
$1.06M ﹤0.01%
18,368
+18,304