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
3401
$225K ﹤0.01%
9,138
+170
3402
$225K ﹤0.01%
28,315
+1,118
3403
$225K ﹤0.01%
10,665
+360
3404
$224K ﹤0.01%
23,793
+194
3405
$223K ﹤0.01%
63,449
+2,581
3406
$223K ﹤0.01%
16,266
+23
3407
$223K ﹤0.01%
6,155
+214
3408
$222K ﹤0.01%
8,490
-183
3409
$221K ﹤0.01%
19,792
+2,682
3410
$221K ﹤0.01%
13,688
+388
3411
$220K ﹤0.01%
26,722
-171,839
3412
$220K ﹤0.01%
42,518
-5,816
3413
$220K ﹤0.01%
41,348
+1,422
3414
$218K ﹤0.01%
16,213
-538
3415
$218K ﹤0.01%
6,858
-98
3416
$218K ﹤0.01%
112,133
+3,786
3417
$217K ﹤0.01%
25,706
+583
3418
$216K ﹤0.01%
7,995
+238
3419
$216K ﹤0.01%
37,045
-2,559,601
3420
$215K ﹤0.01%
12,611
-1,242
3421
$214K ﹤0.01%
8,142
-797
3422
$214K ﹤0.01%
3,089
-8,144
3423
$213K ﹤0.01%
9,814
+298
3424
$213K ﹤0.01%
76,906
+2,676
3425
$210K ﹤0.01%
18,861
-26,753