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
2176
$2.63M ﹤0.01%
1,437,736
+1,247
2177
$2.63M ﹤0.01%
72,044
+4,784
2178
$2.63M ﹤0.01%
425,419
-661
2179
$2.62M ﹤0.01%
103,891
+28,532
2180
$2.62M ﹤0.01%
+585,959
2181
$2.62M ﹤0.01%
74,790
+8,556
2182
$2.62M ﹤0.01%
156,258
+83,925
2183
$2.62M ﹤0.01%
202,537
+93,778
2184
$2.61M ﹤0.01%
59,814
+33,706
2185
$2.61M ﹤0.01%
153,151
-29,266
2186
$2.6M ﹤0.01%
9,233
+5,759
2187
$2.6M ﹤0.01%
262,559
+19,056
2188
$2.59M ﹤0.01%
185,473
+86,270
2189
$2.59M ﹤0.01%
191,625
-71,922
2190
$2.59M ﹤0.01%
39,240
-3,302
2191
$2.59M ﹤0.01%
167,699
+41,720
2192
$2.58M ﹤0.01%
208,434
+107,640
2193
$2.58M ﹤0.01%
202,387
-177
2194
$2.58M ﹤0.01%
64,231
-13,262
2195
$2.58M ﹤0.01%
111,019
+36,047
2196
$2.58M ﹤0.01%
244,134
-44,783
2197
$2.58M ﹤0.01%
171,436
+34,055
2198
$2.57M ﹤0.01%
1,113,605
+268,890
2199
$2.57M ﹤0.01%
94,187
-3,725
2200
$2.57M ﹤0.01%
116,838
+3,346