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
2751
$1.06M ﹤0.01%
77,578
-17,076
2752
$1.06M ﹤0.01%
42,068
+8,111
2753
$1.06M ﹤0.01%
61,480
-4,362
2754
$1.05M ﹤0.01%
232,787
-4,597
2755
$1.05M ﹤0.01%
83,245
-5,449
2756
$1.05M ﹤0.01%
111,002
+10,886
2757
$1.05M ﹤0.01%
108,725
+5,493
2758
$1.05M ﹤0.01%
60,838
-710
2759
$1.05M ﹤0.01%
70,826
-1,371
2760
$1.04M ﹤0.01%
29,442
+844
2761
$1.04M ﹤0.01%
115,327
+2,326
2762
$1.04M ﹤0.01%
53,995
+3,261
2763
$1.04M ﹤0.01%
103,222
+5,253
2764
$1.04M ﹤0.01%
170,438
+1,305
2765
$1.04M ﹤0.01%
18,719
-97,565
2766
$1.03M ﹤0.01%
63,990
+3,358
2767
$1.03M ﹤0.01%
156,249
-6,899
2768
$1.03M ﹤0.01%
65,572
+1,682
2769
$1.03M ﹤0.01%
23,564
-33,405
2770
$1.03M ﹤0.01%
10,421
+1,894
2771
$1.03M ﹤0.01%
22,523
-18,818
2772
$1.03M ﹤0.01%
155,783
+7,622
2773
$1.03M ﹤0.01%
20,856
+9,431
2774
$1.02M ﹤0.01%
76,372
-6,253
2775
$1.02M ﹤0.01%
42,590
+1,422