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
3176
$431K ﹤0.01%
20,728
+407
3177
$431K ﹤0.01%
26,228
-862
3178
$430K ﹤0.01%
952,517
-255,534
3179
$428K ﹤0.01%
79,061
-869,119
3180
$427K ﹤0.01%
13,649
+1,910
3181
$426K ﹤0.01%
39,295
+8,821
3182
$426K ﹤0.01%
24,682
+311
3183
$424K ﹤0.01%
32,505
-14,614
3184
$424K ﹤0.01%
20,596
+4,261
3185
$422K ﹤0.01%
15,375
+263
3186
$421K ﹤0.01%
203,401
+25,376
3187
$421K ﹤0.01%
134,102
+7,128
3188
$421K ﹤0.01%
14,323
+383
3189
$420K ﹤0.01%
32,954
+5,638
3190
$418K ﹤0.01%
20,204
-81,980
3191
$415K ﹤0.01%
29,410
-3,154
3192
$414K ﹤0.01%
58,282
-392,538
3193
$412K ﹤0.01%
17,180
+3,247
3194
$411K ﹤0.01%
42,068
+904
3195
$411K ﹤0.01%
5,459
-37,662
3196
$410K ﹤0.01%
29,786
+1,929
3197
$410K ﹤0.01%
13,680
+134
3198
$405K ﹤0.01%
18,907
+447
3199
$404K ﹤0.01%
+26,100
3200
$403K ﹤0.01%
15,461
+182