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
3026
$604K ﹤0.01%
5,510
-1,003
3027
$603K ﹤0.01%
44,368
-403,584
3028
$603K ﹤0.01%
50,602
-1,153
3029
$602K ﹤0.01%
104,854
+1,705
3030
$601K ﹤0.01%
+43,607
3031
$600K ﹤0.01%
35,600
-1,300
3032
$598K ﹤0.01%
92,154
+2,758
3033
$596K ﹤0.01%
42,682
+19,664
3034
$596K ﹤0.01%
16,883
+635
3035
$595K ﹤0.01%
87,061
+3,051
3036
$592K ﹤0.01%
30,328
-3,080
3037
$591K ﹤0.01%
45,436
+928
3038
$589K ﹤0.01%
117,718
+1,892
3039
$588K ﹤0.01%
8,894
+183
3040
$586K ﹤0.01%
359,879
-39,825
3041
$586K ﹤0.01%
13,003
-469
3042
$584K ﹤0.01%
45,587
+6,343
3043
$583K ﹤0.01%
8,001
-552
3044
$583K ﹤0.01%
19,833
+1,683
3045
$582K ﹤0.01%
61,546
+3,339
3046
$582K ﹤0.01%
41,433
+2,537
3047
$581K ﹤0.01%
24,186
+3,517
3048
$581K ﹤0.01%
43,966
+2,642
3049
$577K ﹤0.01%
104,225
+16,264
3050
$576K ﹤0.01%
12,523
-321