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
3226
$366K ﹤0.01%
13,601
+293
3227
$366K ﹤0.01%
41,777
+1,411
3228
$366K ﹤0.01%
11,621
-32,088
3229
$365K ﹤0.01%
29,717
-15
3230
$365K ﹤0.01%
14,374
+181
3231
$365K ﹤0.01%
55,794
-5,059
3232
$363K ﹤0.01%
184,374
+2,024
3233
$361K ﹤0.01%
43,821
+4,405
3234
$361K ﹤0.01%
49,880
+12,360
3235
$360K ﹤0.01%
166,810
+4,954
3236
$359K ﹤0.01%
32,109
-600
3237
$359K ﹤0.01%
16,493
+3,088
3238
$358K ﹤0.01%
16,980
+524
3239
$357K ﹤0.01%
41,758
+5,009
3240
$356K ﹤0.01%
88,367
+6,007
3241
$356K ﹤0.01%
30,546
-4,330
3242
$355K ﹤0.01%
17,113
+11,879
3243
$355K ﹤0.01%
57,788
+3,570
3244
$353K ﹤0.01%
43,047
-526
3245
$351K ﹤0.01%
15,211
-536
3246
$351K ﹤0.01%
19,228
-204
3247
$350K ﹤0.01%
16,218
+3,371
3248
$350K ﹤0.01%
422
+10
3249
$349K ﹤0.01%
14,065
+437
3250
$349K ﹤0.01%
79,957
+4,037