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
2926
$755K ﹤0.01%
44,896
-6,699,700
2927
$755K ﹤0.01%
27,531
+1,489
2928
$752K ﹤0.01%
37,829
-1,715
2929
$752K ﹤0.01%
21,140
-273
2930
$751K ﹤0.01%
8,167
-13,266
2931
$750K ﹤0.01%
48,543
+353
2932
$746K ﹤0.01%
27,251
+1,566
2933
$745K ﹤0.01%
70,556
+399
2934
$745K ﹤0.01%
12,886
+699
2935
$744K ﹤0.01%
23,558
-1,424
2936
$743K ﹤0.01%
45,874
-380
2937
$741K ﹤0.01%
40,223
-1,378
2938
$741K ﹤0.01%
23,966
+915
2939
$740K ﹤0.01%
21,951
+13
2940
$739K ﹤0.01%
9,206
+505
2941
$738K ﹤0.01%
79,471
+861
2942
$738K ﹤0.01%
52,232
+1,940
2943
$734K ﹤0.01%
22,690
+962
2944
$733K ﹤0.01%
125,875
-11,458
2945
$729K ﹤0.01%
18,805
+3,916
2946
$729K ﹤0.01%
31,915
-53,315
2947
$725K ﹤0.01%
11,162
-600,437
2948
$719K ﹤0.01%
228,858
+72,574
2949
$717K ﹤0.01%
34,694
-639
2950
$716K ﹤0.01%
20,545
-169