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
1151
$17.5M 0.01%
1,284,300
+116,400
1152
$17.5M 0.01%
+377,084
1153
$17.4M 0.01%
2,272,867
-426,271
1154
$17.4M 0.01%
321,486
+159,864
1155
$17.4M 0.01%
550,710
-87,744
1156
$17.4M 0.01%
1,302,868
-103,284
1157
$17.4M 0.01%
845,692
-21,939
1158
$17.4M 0.01%
1,483,064
-486,920
1159
$17.3M 0.01%
962,530
+770,341
1160
$17.3M 0.01%
144,008
-25,379
1161
$17.2M 0.01%
187,422
+45,164
1162
$17.2M 0.01%
2,377,760
-191,406
1163
$17M 0.01%
1,509,756
+895,600
1164
$16.9M 0.01%
1,479,441
+954,924
1165
$16.8M 0.01%
562,863
-24,813
1166
$16.8M 0.01%
58,949
-3,077
1167
$16.7M 0.01%
337,219
+3,530
1168
$16.7M 0.01%
645,848
-11,243
1169
$16.6M 0.01%
952,774
+397,781
1170
$16.6M 0.01%
153,202
+28,382
1171
$16.5M 0.01%
383,000
-125,804
1172
$16.5M 0.01%
2,758,239
+423,797
1173
$16.5M 0.01%
363,690
+72,045
1174
$16.5M 0.01%
393,476
-7,199
1175
$16.5M 0.01%
332,932