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
1376
$10.2M ﹤0.01%
347,044
+90,484
1377
$10.1M ﹤0.01%
735,596
-242,362
1378
$10.1M ﹤0.01%
472,839
-33,359
1379
$10.1M ﹤0.01%
501,463
-26,826
1380
$10.1M ﹤0.01%
892,996
+586,008
1381
$10M ﹤0.01%
189,280
+79,536
1382
$9.92M ﹤0.01%
308,872
-197,804
1383
$9.9M ﹤0.01%
313,070
-50,183
1384
$9.88M ﹤0.01%
486,588
-397,346
1385
$9.87M ﹤0.01%
894,470
-46,137
1386
$9.85M ﹤0.01%
90,504
+1,275
1387
$9.79M ﹤0.01%
273,899
+76,520
1388
$9.79M ﹤0.01%
166,729
-21,552
1389
$9.74M ﹤0.01%
231,375
+13,910
1390
$9.72M ﹤0.01%
494,602
+46,578
1391
$9.72M ﹤0.01%
106,045
-4,692
1392
$9.66M ﹤0.01%
215,727
+77,838
1393
$9.66M ﹤0.01%
195,024
+158,299
1394
$9.65M ﹤0.01%
191,958
-3,550
1395
$9.62M ﹤0.01%
195,962
+21,923
1396
$9.61M ﹤0.01%
320,162
+45,328
1397
$9.57M ﹤0.01%
217,916
-435,390
1398
$9.51M ﹤0.01%
351,079
+80,650
1399
$9.51M ﹤0.01%
217,569
+132,082
1400
$9.51M ﹤0.01%
756,283
-114,038