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
2876
$855K ﹤0.01%
172,293
+7,847
2877
$847K ﹤0.01%
80,466
-2,276
2878
$847K ﹤0.01%
57,700
-2,160
2879
$844K ﹤0.01%
22,223
+396
2880
$844K ﹤0.01%
122,474
-4,586
2881
$841K ﹤0.01%
67,310
+35,277
2882
$840K ﹤0.01%
21,004
-5,042
2883
$836K ﹤0.01%
124,017
+6,970
2884
$835K ﹤0.01%
33,542
+606
2885
$831K ﹤0.01%
153,381
-22,533
2886
$830K ﹤0.01%
300,663
+11,440
2887
$828K ﹤0.01%
74,424
+16,965
2888
$826K ﹤0.01%
39,755
-1,995
2889
$823K ﹤0.01%
50,357
-10,066
2890
$823K ﹤0.01%
44,340
+1,367
2891
$820K ﹤0.01%
324,032
-10,400
2892
$817K ﹤0.01%
33,252
+1,388
2893
$816K ﹤0.01%
14,793
-5,251
2894
$815K ﹤0.01%
63,549
-58,302
2895
$814K ﹤0.01%
33,157
+1,604
2896
$812K ﹤0.01%
53,713
-66,989
2897
$809K ﹤0.01%
17,982
+6,138
2898
$808K ﹤0.01%
33,608
-998
2899
$806K ﹤0.01%
38,367
-15,573
2900
$805K ﹤0.01%
94,065
-14,292