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
1926
$3.94M ﹤0.01%
803,951
-234,550
1927
$3.94M ﹤0.01%
58,678
+18,854
1928
$3.92M ﹤0.01%
286,716
-1,606
1929
$3.92M ﹤0.01%
118,921
+26,967
1930
$3.92M ﹤0.01%
674,942
+77,594
1931
$3.9M ﹤0.01%
367,312
+211
1932
$3.9M ﹤0.01%
71,462
-7,652
1933
$3.9M ﹤0.01%
255,854
-861
1934
$3.9M ﹤0.01%
66,368
+20,275
1935
$3.89M ﹤0.01%
161,738
+63,874
1936
$3.88M ﹤0.01%
308,378
+39,598
1937
$3.88M ﹤0.01%
124,648
+18,264
1938
$3.87M ﹤0.01%
496,630
+1,154
1939
$3.87M ﹤0.01%
515,746
-88,371
1940
$3.87M ﹤0.01%
447,259
-132,633
1941
$3.87M ﹤0.01%
217,977
+211,438
1942
$3.84M ﹤0.01%
113,246
-30,092
1943
$3.82M ﹤0.01%
106,673
+7,041
1944
$3.82M ﹤0.01%
254,993
-786
1945
$3.82M ﹤0.01%
139,118
+49,542
1946
$3.81M ﹤0.01%
264,911
+209
1947
$3.79M ﹤0.01%
304,684
-43,286
1948
$3.78M ﹤0.01%
+300,686
1949
$3.78M ﹤0.01%
714,815
-745,982
1950
$3.78M ﹤0.01%
324,938
-685