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
2776
$1.02M ﹤0.01%
476,921
-101,206
2777
$1.02M ﹤0.01%
98,685
+9,550
2778
$1.02M ﹤0.01%
55,902
+4,664
2779
$1.02M ﹤0.01%
244,030
+12,500
2780
$1.02M ﹤0.01%
28,988
+17,603
2781
$1.01M ﹤0.01%
121,440
+4,944
2782
$1.01M ﹤0.01%
85,674
+8,635
2783
$1.01M ﹤0.01%
42,267
+1,888
2784
$1.01M ﹤0.01%
70,390
-15,210
2785
$1M ﹤0.01%
102,813
+18,151
2786
$1M ﹤0.01%
11,761
-2,054
2787
$999K ﹤0.01%
74,087
-29,633
2788
$995K ﹤0.01%
43,255
-491
2789
$995K ﹤0.01%
34,549
+1,039
2790
$992K ﹤0.01%
100,788
-4,335
2791
$989K ﹤0.01%
67,619
-10,020
2792
$989K ﹤0.01%
20,700
-275
2793
$988K ﹤0.01%
50,654
-6,616
2794
$988K ﹤0.01%
50,879
-40,922
2795
$987K ﹤0.01%
24,977
+3,279
2796
$983K ﹤0.01%
31,343
-11,463
2797
$976K ﹤0.01%
22,090
+184
2798
$975K ﹤0.01%
+34,898
2799
$974K ﹤0.01%
+70,689
2800
$973K ﹤0.01%
49,441
+2,134