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
1126
$18.4M 0.01%
+1,820,910
1127
$18.4M 0.01%
2,341,044
+413,508
1128
$18.4M 0.01%
302,600
1129
$18.3M 0.01%
177,566
+8,710
1130
$18.3M 0.01%
174,078
-30,658
1131
$18.2M 0.01%
2,084,829
+744,958
1132
$18.2M 0.01%
428,949
-730,783
1133
$18.2M 0.01%
954,789
-417,153
1134
$18.1M 0.01%
101,270
-29,417
1135
$18.1M 0.01%
773,484
+773,150
1136
$18.1M 0.01%
956,575
-74,167
1137
$18M 0.01%
193,421
+83,298
1138
$17.8M 0.01%
210,782
-6,173
1139
$17.8M 0.01%
1,031,936
+21,233
1140
$17.8M 0.01%
167,340
-27,390
1141
$17.8M 0.01%
558,038
-49,008
1142
$17.8M 0.01%
1,346,809
-408,985
1143
$17.8M 0.01%
82,107
+35,615
1144
$17.7M 0.01%
988,415
-78,739
1145
$17.6M 0.01%
128,282
-62,616
1146
$17.6M 0.01%
346,053
-7,086
1147
$17.6M 0.01%
403,101
+20,000
1148
$17.6M 0.01%
330,100
1149
$17.6M 0.01%
259,105
+61,348
1150
$17.5M 0.01%
221,773
-683,663