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
2051
$3.28M ﹤0.01%
41,811
-1,311
2052
$3.27M ﹤0.01%
646,669
+53,588
2053
$3.27M ﹤0.01%
111,684
+1,299
2054
$3.26M ﹤0.01%
119,979
-3,687
2055
$3.25M ﹤0.01%
183,966
-17,359
2056
$3.24M ﹤0.01%
80,165
+79,219
2057
$3.23M ﹤0.01%
122,454
+5,788
2058
$3.23M ﹤0.01%
93,216
-69,271
2059
$3.23M ﹤0.01%
112,269
-11,561
2060
$3.23M ﹤0.01%
218,102
+10,458
2061
$3.22M ﹤0.01%
111,715
+24,736
2062
$3.22M ﹤0.01%
164,022
+43,244
2063
$3.21M ﹤0.01%
185,214
-2,559
2064
$3.21M ﹤0.01%
710,673
-76,305
2065
$3.2M ﹤0.01%
243,796
+45,954
2066
$3.2M ﹤0.01%
77,981
+9,276
2067
$3.19M ﹤0.01%
39,154
-14,098
2068
$3.19M ﹤0.01%
543,076
-34,722
2069
$3.18M ﹤0.01%
203,082
+1,024
2070
$3.18M ﹤0.01%
478,509
+443,710
2071
$3.18M ﹤0.01%
128,397
+38,375
2072
$3.17M ﹤0.01%
223,950
+132,987
2073
$3.17M ﹤0.01%
134,331
+69,423
2074
$3.14M ﹤0.01%
131,102
+73,282
2075
$3.12M ﹤0.01%
291,940
-72,582