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
1876
$4.29M ﹤0.01%
104,765
+11,463
1877
$4.28M ﹤0.01%
111,947
+75,056
1878
$4.25M ﹤0.01%
289,660
-16,414
1879
$4.24M ﹤0.01%
244,326
+44,148
1880
$4.23M ﹤0.01%
231,606
+1,418
1881
$4.23M ﹤0.01%
163,528
+35,933
1882
$4.22M ﹤0.01%
39,540
+158
1883
$4.21M ﹤0.01%
217,173
+32,289
1884
$4.2M ﹤0.01%
78,957
+21,464
1885
$4.19M ﹤0.01%
264,656
-9,463
1886
$4.19M ﹤0.01%
247,387
+107,981
1887
$4.19M ﹤0.01%
221,853
+4,774
1888
$4.19M ﹤0.01%
219,457
+36,418
1889
$4.19M ﹤0.01%
185,049
+181,737
1890
$4.18M ﹤0.01%
46,543
+68
1891
$4.18M ﹤0.01%
102,300
-10,702
1892
$4.15M ﹤0.01%
89,888
-49,527
1893
$4.15M ﹤0.01%
145,067
-35,317
1894
$4.14M ﹤0.01%
257,666
+66,248
1895
$4.14M ﹤0.01%
122,092
+15,075
1896
$4.14M ﹤0.01%
88,087
+37,093
1897
$4.14M ﹤0.01%
116,947
+21,047
1898
$4.13M ﹤0.01%
151,063
+32,558
1899
$4.13M ﹤0.01%
153,313
+24,967
1900
$4.11M ﹤0.01%
387,336
+38,449