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
2801
$973K ﹤0.01%
11,453
-94
2802
$970K ﹤0.01%
62,539
+21,538
2803
$968K ﹤0.01%
76,846
-10,824
2804
$966K ﹤0.01%
25,739
+4,595
2805
$966K ﹤0.01%
83,331
-10,593
2806
$963K ﹤0.01%
15,721
+618
2807
$962K ﹤0.01%
88,595
-455
2808
$958K ﹤0.01%
39,509
+305
2809
$954K ﹤0.01%
98,239
-12,811
2810
$953K ﹤0.01%
30,936
+3,615
2811
$952K ﹤0.01%
37,827
+157
2812
$950K ﹤0.01%
+2,266
2813
$950K ﹤0.01%
68,824
-43,974
2814
$949K ﹤0.01%
20,856
-2,398
2815
$948K ﹤0.01%
46,217
-5,294
2816
$946K ﹤0.01%
63,520
-5,536
2817
$946K ﹤0.01%
46,472
-2,544
2818
$946K ﹤0.01%
69,429
-9,937
2819
$942K ﹤0.01%
70,649
+5,223
2820
$938K ﹤0.01%
273,577
+9,232
2821
$936K ﹤0.01%
153,405
-4,867
2822
$935K ﹤0.01%
72,105
+3,776
2823
$935K ﹤0.01%
2,033
-98
2824
$933K ﹤0.01%
55,774
+2,930
2825
$932K ﹤0.01%
49,927
-199,679