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
1576
$6.64M ﹤0.01%
260,305
+88,816
1577
$6.63M ﹤0.01%
558,061
-14,898
1578
$6.63M ﹤0.01%
177,871
-46
1579
$6.62M ﹤0.01%
107,647
+16,993
1580
$6.62M ﹤0.01%
393,774
+1,252
1581
$6.61M ﹤0.01%
+300,000
1582
$6.61M ﹤0.01%
615,689
+16,752
1583
$6.56M ﹤0.01%
232,350
+160,362
1584
$6.56M ﹤0.01%
83,235
-8,168
1585
$6.55M ﹤0.01%
475,207
+62,348
1586
$6.55M ﹤0.01%
121,169
-9,776
1587
$6.52M ﹤0.01%
282,273
-3,740
1588
$6.51M ﹤0.01%
1,005,851
+121,257
1589
$6.51M ﹤0.01%
725,332
-28,548
1590
$6.5M ﹤0.01%
1,106,695
+682,783
1591
$6.5M ﹤0.01%
724,069
+55,916
1592
$6.48M ﹤0.01%
439,754
+266,201
1593
$6.47M ﹤0.01%
271,905
+47,265
1594
$6.45M ﹤0.01%
40,782
+1,968
1595
$6.43M ﹤0.01%
186,050
+14,123
1596
$6.43M ﹤0.01%
210,524
-80,881
1597
$6.42M ﹤0.01%
212,871
+116,863
1598
$6.42M ﹤0.01%
108,318
-3,023
1599
$6.42M ﹤0.01%
225,340
+16,931
1600
$6.41M ﹤0.01%
379,410
-30,779