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
951
$28.6M 0.01%
1,610,263
+50,496
952
$28.6M 0.01%
550,506
-18,346
953
$28.6M 0.01%
719,952
-266,779
954
$28.5M 0.01%
4,634,815
+997,425
955
$28.5M 0.01%
1,121,498
+118,424
956
$28.5M 0.01%
448,781
-52,359
957
$28.3M 0.01%
661,348
-41,473
958
$28.3M 0.01%
1,224,177
-101,582
959
$28.2M 0.01%
2,590,239
-81,631
960
$28M 0.01%
1,387,625
-218,356
961
$27.9M 0.01%
589,152
-136,404
962
$27.9M 0.01%
576,278
+101,155
963
$27.8M 0.01%
1,318,311
-159,005
964
$27.7M 0.01%
1,482,284
-365,621
965
$27.7M 0.01%
2,578,121
+349,923
966
$27.6M 0.01%
301,215
-23,795
967
$27.6M 0.01%
509,297
+153,790
968
$27.4M 0.01%
866,620
+333,157
969
$27.3M 0.01%
473,385
+282,175
970
$27.2M 0.01%
1,390,019
+311,358
971
$27.2M 0.01%
393,400
972
$26.9M 0.01%
1,919,016
-133,757
973
$26.9M 0.01%
1,009,137
+217,675
974
$26.9M 0.01%
75,459
-1,604
975
$26.8M 0.01%
252,794
-21,584