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
1851
$4.44M ﹤0.01%
178,438
-23,864
1852
$4.43M ﹤0.01%
103,364
+632
1853
$4.43M ﹤0.01%
230,136
-23,761
1854
$4.43M ﹤0.01%
944,793
+53,051
1855
$4.43M ﹤0.01%
349,251
+155,817
1856
$4.42M ﹤0.01%
109,956
-14,758
1857
$4.42M ﹤0.01%
206,205
-14,141
1858
$4.42M ﹤0.01%
970,790
-213,679
1859
$4.41M ﹤0.01%
327
+7
1860
$4.41M ﹤0.01%
458,938
-113,015
1861
$4.4M ﹤0.01%
255,717
-24,078
1862
$4.38M ﹤0.01%
307,419
-48,959
1863
$4.37M ﹤0.01%
249,166
+52,143
1864
$4.37M ﹤0.01%
839,740
+929
1865
$4.36M ﹤0.01%
156,505
-699
1866
$4.35M ﹤0.01%
484,369
-701,506
1867
$4.35M ﹤0.01%
236,457
-49,496
1868
$4.35M ﹤0.01%
363,054
-57,315
1869
$4.32M ﹤0.01%
425,479
+129,210
1870
$4.32M ﹤0.01%
56,792
-106,137
1871
$4.31M ﹤0.01%
98,968
+12,443
1872
$4.31M ﹤0.01%
118,000
-3,600
1873
$4.3M ﹤0.01%
157,983
+141,810
1874
$4.29M ﹤0.01%
297,774
-7,440
1875
$4.29M ﹤0.01%
709,753
-103,517