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
1701
$5.61M ﹤0.01%
326,578
+65,156
1702
$5.56M ﹤0.01%
183,142
+7,985
1703
$5.56M ﹤0.01%
310,571
-83,847
1704
$5.54M ﹤0.01%
129,838
+5,975
1705
$5.53M ﹤0.01%
62,063
+26,579
1706
$5.51M ﹤0.01%
288,475
-49,025
1707
$5.51M ﹤0.01%
313,782
-50,251
1708
$5.51M ﹤0.01%
90,663
+13,699
1709
$5.5M ﹤0.01%
236,240
-8,798
1710
$5.5M ﹤0.01%
214,000
+60,754
1711
$5.49M ﹤0.01%
315,751
-55,148
1712
$5.48M ﹤0.01%
472,209
-28,980
1713
$5.48M ﹤0.01%
380,657
-11,801
1714
$5.48M ﹤0.01%
71,623
+28,034
1715
$5.46M ﹤0.01%
303,628
-126,826
1716
$5.46M ﹤0.01%
370,434
+5,083
1717
$5.46M ﹤0.01%
104,117
+23,638
1718
$5.46M ﹤0.01%
144,249
-11,650
1719
$5.45M ﹤0.01%
277,364
-15,124
1720
$5.44M ﹤0.01%
338,149
+48,562
1721
$5.44M ﹤0.01%
401,100
-12,973
1722
$5.43M ﹤0.01%
312,905
+201,733
1723
$5.43M ﹤0.01%
213,100
1724
$5.43M ﹤0.01%
835,298
+277,121
1725
$5.43M ﹤0.01%
461,801
-83,257