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
2151
$2.77M ﹤0.01%
1,519,200
-370,500
2152
$2.75M ﹤0.01%
167,184
-46,269
2153
$2.75M ﹤0.01%
78,524
+30,918
2154
$2.75M ﹤0.01%
210,481
+81,849
2155
$2.74M ﹤0.01%
166,619
-18,028
2156
$2.73M ﹤0.01%
156,987
-5,579
2157
$2.73M ﹤0.01%
166,821
+43,096
2158
$2.72M ﹤0.01%
20,238
-2,684
2159
$2.72M ﹤0.01%
159,979
-107,989
2160
$2.7M ﹤0.01%
+260,481
2161
$2.7M ﹤0.01%
434,961
+10,639
2162
$2.69M ﹤0.01%
154,554
+59,653
2163
$2.69M ﹤0.01%
35,915
-25,499
2164
$2.68M ﹤0.01%
171,698
+30,309
2165
$2.68M ﹤0.01%
102,910
-47,745
2166
$2.68M ﹤0.01%
42,889
-7,567
2167
$2.67M ﹤0.01%
190,818
+23,443
2168
$2.67M ﹤0.01%
74,543
-496
2169
$2.66M ﹤0.01%
434,145
-185,454
2170
$2.66M ﹤0.01%
78,376
+9,977
2171
$2.66M ﹤0.01%
83,215
-8,690
2172
$2.65M ﹤0.01%
65,970
+38,512
2173
$2.65M ﹤0.01%
358,455
-55,162
2174
$2.64M ﹤0.01%
83,190
-1,273
2175
$2.64M ﹤0.01%
158,375
+41,049