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
1776
$5.01M ﹤0.01%
310,264
+49,608
1777
$5M ﹤0.01%
86,515
-3,442
1778
$5M ﹤0.01%
364,334
+6,918
1779
$4.99M ﹤0.01%
152,992
+40,319
1780
$4.98M ﹤0.01%
+201,385
1781
$4.98M ﹤0.01%
597,630
+57,061
1782
$4.97M ﹤0.01%
361,776
+55,383
1783
$4.96M ﹤0.01%
339,753
+41,990
1784
$4.96M ﹤0.01%
341,970
+141,323
1785
$4.94M ﹤0.01%
72,075
-41,170
1786
$4.94M ﹤0.01%
482,104
+123,186
1787
$4.93M ﹤0.01%
81,981
+20,258
1788
$4.92M ﹤0.01%
239,374
+68,403
1789
$4.91M ﹤0.01%
380,873
-109,275
1790
$4.9M ﹤0.01%
95,260
+6,493
1791
$4.9M ﹤0.01%
80,571
-7,404
1792
$4.89M ﹤0.01%
8,475
-6,129
1793
$4.88M ﹤0.01%
212,145
+17,001
1794
$4.88M ﹤0.01%
271,199
-10,413
1795
$4.87M ﹤0.01%
6,674,744
-941,851
1796
$4.87M ﹤0.01%
461,637
-7,608
1797
$4.85M ﹤0.01%
251,105
+25,401
1798
$4.85M ﹤0.01%
69,953
-32,400
1799
$4.84M ﹤0.01%
527,515
+256,880
1800
$4.84M ﹤0.01%
96,797
+41,824