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
2951
$712K ﹤0.01%
3,195
+164
2952
$710K ﹤0.01%
591,130
-1,074,973
2953
$709K ﹤0.01%
20,997
-5,807
2954
$707K ﹤0.01%
16,872
-197
2955
$706K ﹤0.01%
167,220
+8,786
2956
$705K ﹤0.01%
9,749
-767
2957
$702K ﹤0.01%
219,475
-565,310
2958
$702K ﹤0.01%
50,524
+16,632
2959
$701K ﹤0.01%
35,009
-43,239
2960
$700K ﹤0.01%
32,331
+3,794
2961
$699K ﹤0.01%
87,786
+4,679
2962
$699K ﹤0.01%
1,275
-519
2963
$699K ﹤0.01%
51,169
+3,098
2964
$698K ﹤0.01%
19,735
-104,725
2965
$694K ﹤0.01%
24,353
-3,635
2966
$693K ﹤0.01%
24,460
+3,029
2967
$692K ﹤0.01%
31,219
2968
$690K ﹤0.01%
176,380
-9,100
2969
$690K ﹤0.01%
16,924
-942
2970
$689K ﹤0.01%
36,868
-468
2971
$689K ﹤0.01%
141,476
+1,114
2972
$685K ﹤0.01%
101,194
-287,939
2973
$684K ﹤0.01%
26,990
+2,895
2974
$684K ﹤0.01%
26,756
-5,121
2975
$679K ﹤0.01%
58,552
+41,448