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
2301
$2.23M ﹤0.01%
131,511
-801
2302
$2.23M ﹤0.01%
306,729
+52,753
2303
$2.22M ﹤0.01%
+64,557
2304
$2.22M ﹤0.01%
92,636
+14,184
2305
$2.22M ﹤0.01%
76,006
+35,240
2306
$2.22M ﹤0.01%
225,691
+88,065
2307
$2.21M ﹤0.01%
38,812
-1,861
2308
$2.21M ﹤0.01%
114,672
+3,049
2309
$2.21M ﹤0.01%
119,987
-2,127
2310
$2.21M ﹤0.01%
25,629
+3,599
2311
$2.2M ﹤0.01%
98,628
+2,460
2312
$2.2M ﹤0.01%
76,516
+60,111
2313
$2.2M ﹤0.01%
102,350
+76,420
2314
$2.2M ﹤0.01%
141,008
-41,046
2315
$2.2M ﹤0.01%
24,145
+3,143
2316
$2.19M ﹤0.01%
43,754
+31,361
2317
$2.19M ﹤0.01%
117,184
+45,369
2318
$2.19M ﹤0.01%
168,743
+19,304
2319
$2.19M ﹤0.01%
199,168
+101,575
2320
$2.18M ﹤0.01%
16,137
-151
2321
$2.18M ﹤0.01%
153,328
+152,771
2322
$2.18M ﹤0.01%
107,156
-4,065
2323
$2.17M ﹤0.01%
45,565
-1,368
2324
$2.17M ﹤0.01%
31,583
-2,113
2325
$2.17M ﹤0.01%
143,807
+49,600