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
2026
$3.37M ﹤0.01%
7,197
-2,188
2027
$3.37M ﹤0.01%
71,267
-8,219
2028
$3.37M ﹤0.01%
86,717
+33,081
2029
$3.36M ﹤0.01%
+177,590
2030
$3.36M ﹤0.01%
145,972
-14,375
2031
$3.36M ﹤0.01%
+487,908
2032
$3.36M ﹤0.01%
53,319
+17,540
2033
$3.35M ﹤0.01%
164,874
-7,176
2034
$3.35M ﹤0.01%
64,962
+53,285
2035
$3.35M ﹤0.01%
96,127
-6,712
2036
$3.34M ﹤0.01%
907,059
-266,092
2037
$3.34M ﹤0.01%
227,678
+18,850
2038
$3.33M ﹤0.01%
126,895
-29,786
2039
$3.33M ﹤0.01%
123,157
+10,046
2040
$3.33M ﹤0.01%
100,512
+29,710
2041
$3.31M ﹤0.01%
142,115
-12,309
2042
$3.31M ﹤0.01%
97,242
+1,938
2043
$3.3M ﹤0.01%
151,354
+18,046
2044
$3.3M ﹤0.01%
104,563
+1,566
2045
$3.3M ﹤0.01%
67,136
+14,391
2046
$3.3M ﹤0.01%
187,787
+30,352
2047
$3.29M ﹤0.01%
212,376
+27,447
2048
$3.29M ﹤0.01%
933,215
-576,589
2049
$3.28M ﹤0.01%
146,586
-30,831
2050
$3.28M ﹤0.01%
74,657
+10,963