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
2351
$2.09M ﹤0.01%
100,374
-45,861
2352
$2.09M ﹤0.01%
105,959
+105,783
2353
$2.09M ﹤0.01%
143,444
+6,977
2354
$2.09M ﹤0.01%
75,280
+3,928
2355
$2.09M ﹤0.01%
73,561
+5,546
2356
$2.09M ﹤0.01%
87,491
+13,950
2357
$2.08M ﹤0.01%
40,291
+8,700
2358
$2.08M ﹤0.01%
119,336
-25,054
2359
$2.08M ﹤0.01%
70,566
+20,631
2360
$2.08M ﹤0.01%
201,465
+24,175
2361
$2.07M ﹤0.01%
51,646
+12,145
2362
$2.07M ﹤0.01%
70,398
-13,483
2363
$2.07M ﹤0.01%
65,495
+59,340
2364
$2.07M ﹤0.01%
59,309
-6,598
2365
$2.07M ﹤0.01%
40,146
+2,021
2366
$2.06M ﹤0.01%
58,167
+1,806
2367
$2.06M ﹤0.01%
170,021
+13,438
2368
$2.06M ﹤0.01%
205,552
+44,579
2369
$2.05M ﹤0.01%
76,486
-2,800
2370
$2.05M ﹤0.01%
99,924
+38,664
2371
$2.04M ﹤0.01%
150,925
-8,545
2372
$2.04M ﹤0.01%
+758,839
2373
$2.04M ﹤0.01%
90,589
+24,113
2374
$2.04M ﹤0.01%
229,908
+139,960
2375
$2.03M ﹤0.01%
41,048
+3,375