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
1626
$6.14M ﹤0.01%
+949,167
1627
$6.12M ﹤0.01%
+448,667
1628
$6.12M ﹤0.01%
17,129
+8,183
1629
$6.12M ﹤0.01%
187,083
+51,027
1630
$6.12M ﹤0.01%
68,358
+2,264
1631
$6.12M ﹤0.01%
508,774
-9,665
1632
$6.1M ﹤0.01%
224,982
-609,354
1633
$6.09M ﹤0.01%
110,125
+4,958
1634
$6.09M ﹤0.01%
430,890
-11,197
1635
$6.08M ﹤0.01%
217,545
+73,262
1636
$6.08M ﹤0.01%
153,559
-4,300
1637
$6.07M ﹤0.01%
+434,367
1638
$6.05M ﹤0.01%
395,632
-36,933
1639
$6.05M ﹤0.01%
110,622
+31,126
1640
$6.05M ﹤0.01%
464,058
-13,535
1641
$6.05M ﹤0.01%
913,462
+426,938
1642
$6.04M ﹤0.01%
483,076
-11,213
1643
$6.04M ﹤0.01%
431,345
+1,771
1644
$6.04M ﹤0.01%
623,237
-16,766
1645
$6.04M ﹤0.01%
1,714,535
+1,592,977
1646
$6.03M ﹤0.01%
+479,177
1647
$6.03M ﹤0.01%
438,261
+25,205
1648
$6.01M ﹤0.01%
404,778
+404,528
1649
$6M ﹤0.01%
405,303
-336,524
1650
$6M ﹤0.01%
107,669
-9,053