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
2226
$2.48M ﹤0.01%
311,457
+16,728
2227
$2.48M ﹤0.01%
129,884
-30,610
2228
$2.48M ﹤0.01%
46,481
+8,879
2229
$2.48M ﹤0.01%
117,113
+82,919
2230
$2.47M ﹤0.01%
418,227
+34,740
2231
$2.46M ﹤0.01%
2,717,155
+355,959
2232
$2.46M ﹤0.01%
174,520
+12,564
2233
$2.46M ﹤0.01%
81,968
+14,942
2234
$2.46M ﹤0.01%
85,498
+8,279
2235
$2.46M ﹤0.01%
110,338
+14,248
2236
$2.46M ﹤0.01%
129,520
-157
2237
$2.45M ﹤0.01%
331,647
+28,985
2238
$2.45M ﹤0.01%
39,168
+25,478
2239
$2.45M ﹤0.01%
+367,579
2240
$2.45M ﹤0.01%
47,025
-6,389
2241
$2.45M ﹤0.01%
169,143
+18,460
2242
$2.45M ﹤0.01%
+184,851
2243
$2.44M ﹤0.01%
177,813
+46,451
2244
$2.44M ﹤0.01%
208,907
-40,256
2245
$2.44M ﹤0.01%
32,311
+8,922
2246
$2.43M ﹤0.01%
934,267
-127,559
2247
$2.42M ﹤0.01%
99,603
+11,672
2248
$2.42M ﹤0.01%
80,349
-21,422
2249
$2.4M ﹤0.01%
107,796
+30,116
2250
$2.4M ﹤0.01%
94,886
-267,298