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
1426
$8.78M ﹤0.01%
114,100
+28,803
1427
$8.77M ﹤0.01%
299,860
-4,546
1428
$8.76M ﹤0.01%
533,304
-899
1429
$8.73M ﹤0.01%
363,647
+10,388
1430
$8.72M ﹤0.01%
320,112
-41,094
1431
$8.72M ﹤0.01%
376,294
+18,239
1432
$8.68M ﹤0.01%
367,601
-47,910
1433
$8.64M ﹤0.01%
205,650
-29,109
1434
$8.62M ﹤0.01%
297,254
+180,860
1435
$8.57M ﹤0.01%
331,380
-40,710
1436
$8.53M ﹤0.01%
61,447
-68,341
1437
$8.53M ﹤0.01%
58,102
+354
1438
$8.5M ﹤0.01%
998,141
+338,286
1439
$8.44M ﹤0.01%
1,871,989
+5,559
1440
$8.43M ﹤0.01%
176,305
-63,065
1441
$8.43M ﹤0.01%
745,753
-44,150
1442
$8.42M ﹤0.01%
166,799
-15,488
1443
$8.42M ﹤0.01%
648,205
+93,210
1444
$8.41M ﹤0.01%
249,084
+46,842
1445
$8.41M ﹤0.01%
3,704,377
-695,646
1446
$8.4M ﹤0.01%
808,219
-6,507
1447
$8.39M ﹤0.01%
362,056
-44,193
1448
$8.35M ﹤0.01%
287,980
-995,829
1449
$8.34M ﹤0.01%
1,715,587
-39,568
1450
$8.32M ﹤0.01%
210,923
-3,369