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
3551
$111K ﹤0.01%
69,195
+2,336
3552
$106K ﹤0.01%
23,900
-1,049
3553
$106K ﹤0.01%
15,490
-64
3554
$104K ﹤0.01%
4,178
+1,061
3555
$101K ﹤0.01%
29,232
-650,134
3556
$99K ﹤0.01%
11,592
+2,236
3557
$99K ﹤0.01%
15,019
+1,363
3558
$98K ﹤0.01%
20,912
+3,223
3559
$98K ﹤0.01%
17,481
+592
3560
$97K ﹤0.01%
15,874
-6,634
3561
$93K ﹤0.01%
9,046
+305
3562
$89K ﹤0.01%
4,046
+155
3563
$85K ﹤0.01%
14,160
-1,345
3564
$83K ﹤0.01%
20,380
-266,366
3565
$81K ﹤0.01%
11,664
+7,809
3566
$79K ﹤0.01%
16,144
+2,187
3567
$78K ﹤0.01%
20,430
+688
3568
$78K ﹤0.01%
3,066
-232
3569
$77K ﹤0.01%
14,219
+13,464
3570
$73K ﹤0.01%
+14,591
3571
$73K ﹤0.01%
11,783
+2,507
3572
$69K ﹤0.01%
11,032
+1,560
3573
$69K ﹤0.01%
40,794
-1,390
3574
$68K ﹤0.01%
61,375
-40,405
3575
$67K ﹤0.01%
783
-25