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
2251
$2.4M ﹤0.01%
152,208
-10,624
2252
$2.4M ﹤0.01%
37,863
+3,102
2253
$2.39M ﹤0.01%
60,272
+13,438
2254
$2.39M ﹤0.01%
158,447
+157,298
2255
$2.39M ﹤0.01%
79,163
+53,694
2256
$2.39M ﹤0.01%
44,207
+683
2257
$2.39M ﹤0.01%
262,500
+48,726
2258
$2.38M ﹤0.01%
113,649
+8,533
2259
$2.38M ﹤0.01%
114,913
-62,364
2260
$2.38M ﹤0.01%
161,772
-15,590
2261
$2.37M ﹤0.01%
124,417
-181,640
2262
$2.37M ﹤0.01%
140,008
+20,773
2263
$2.36M ﹤0.01%
77,444
+23,884
2264
$2.35M ﹤0.01%
247,600
-4,199
2265
$2.35M ﹤0.01%
87,252
-14,344
2266
$2.35M ﹤0.01%
173,241
+60,796
2267
$2.35M ﹤0.01%
427,077
-34,859
2268
$2.34M ﹤0.01%
188,070
-7,906
2269
$2.34M ﹤0.01%
54,485
-13,256
2270
$2.34M ﹤0.01%
850,000
+403,240
2271
$2.33M ﹤0.01%
158,792
+4,756
2272
$2.32M ﹤0.01%
142,869
-55,284
2273
$2.32M ﹤0.01%
32,343
-5,373
2274
$2.32M ﹤0.01%
45,775
-5,901
2275
$2.32M ﹤0.01%
60,196
-17,282