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
1826
$4.63M ﹤0.01%
+258,610
1827
0
1828
$4.63M ﹤0.01%
205,918
+80,584
1829
$4.61M ﹤0.01%
330,419
+203,437
1830
$4.6M ﹤0.01%
83,084
-2,028
1831
$4.59M ﹤0.01%
417,289
-113,149
1832
$4.59M ﹤0.01%
102,586
-7,478
1833
$4.58M ﹤0.01%
245,980
-11,615
1834
$4.56M ﹤0.01%
305,156
-28,692
1835
$4.56M ﹤0.01%
357,475
+40,233
1836
$4.55M ﹤0.01%
139,414
+22,645
1837
$4.55M ﹤0.01%
404,494
-51,978
1838
$4.54M ﹤0.01%
167,927
-7,811
1839
$4.54M ﹤0.01%
373,417
-50,493
1840
$4.52M ﹤0.01%
212,059
-40,054
1841
$4.52M ﹤0.01%
107,348
+12,141
1842
$4.51M ﹤0.01%
229,952
-49,069
1843
$4.51M ﹤0.01%
186,553
+9,814
1844
$4.49M ﹤0.01%
102,894
-1,662
1845
$4.49M ﹤0.01%
614,651
+55,507
1846
$4.48M ﹤0.01%
303,303
+261,035
1847
$4.46M ﹤0.01%
87,081
+10,107
1848
$4.46M ﹤0.01%
203,292
-8,316
1849
$4.46M ﹤0.01%
320,015
+70,389
1850
$4.45M ﹤0.01%
166,906
-937