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
1901
$4.1M ﹤0.01%
734,013
-69,434
1902
$4.1M ﹤0.01%
140,337
-36,725
1903
$4.1M ﹤0.01%
59,518
-22,826
1904
$4.09M ﹤0.01%
271,225
+75,796
1905
$4.09M ﹤0.01%
282,372
+26,665
1906
$4.07M ﹤0.01%
314,884
-3,865
1907
$4.06M ﹤0.01%
569,439
+64,935
1908
$4.06M ﹤0.01%
301,811
-2,268
1909
$4.03M ﹤0.01%
409,666
-3,197
1910
$4.02M ﹤0.01%
62,158
+6,743
1911
$4.02M ﹤0.01%
567,968
-74,374
1912
$4.01M ﹤0.01%
659,040
-22,971
1913
$4.01M ﹤0.01%
165,526
+117,509
1914
$4.01M ﹤0.01%
+100,000
1915
$4.01M ﹤0.01%
160,518
-25,163
1916
$4M ﹤0.01%
1,499,002
-332,805
1917
$3.99M ﹤0.01%
45,391
-24,302
1918
$3.99M ﹤0.01%
1,712,163
+89,877
1919
$3.98M ﹤0.01%
124,501
-1,382
1920
$3.97M ﹤0.01%
394,926
-76,891
1921
$3.96M ﹤0.01%
172,706
+55,209
1922
$3.95M ﹤0.01%
101,653
+77,224
1923
$3.95M ﹤0.01%
109,457
+26,946
1924
$3.94M ﹤0.01%
407,310
-30,991
1925
$3.94M ﹤0.01%
75,984
-159,860