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
3476
$177K ﹤0.01%
12,766
+360
3477
$175K ﹤0.01%
18,789
+64
3478
$174K ﹤0.01%
16,930
+568
3479
$171K ﹤0.01%
42,400
+4,949
3480
$170K ﹤0.01%
32,551
-1,004
3481
$169K ﹤0.01%
8,578
+290
3482
$169K ﹤0.01%
17,913
-16,454
3483
$169K ﹤0.01%
22,976
+3,140
3484
$169K ﹤0.01%
24,864
+24,166
3485
$169K ﹤0.01%
317,928
+12,876
3486
$169K ﹤0.01%
76,056
-6,265
3487
$168K ﹤0.01%
64,018
+2,160
3488
$167K ﹤0.01%
16,527
+8,021
3489
$167K ﹤0.01%
13,926
+68
3490
$166K ﹤0.01%
71,031
+1,441
3491
$165K ﹤0.01%
15,155
+512
3492
$164K ﹤0.01%
10,665
+294
3493
$164K ﹤0.01%
14,698
+1,609
3494
$161K ﹤0.01%
+15,214
3495
$161K ﹤0.01%
39,011
+1,320
3496
$161K ﹤0.01%
42,796
-1,222
3497
$161K ﹤0.01%
40,920
+1,564
3498
0
3499
$157K ﹤0.01%
19,977
+19,590
3500
$156K ﹤0.01%
17,582
-3,026