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
2451
$1.8M ﹤0.01%
20,704
-8,893
2452
$1.79M ﹤0.01%
83,549
+595
2453
$1.79M ﹤0.01%
69,386
-46,582
2454
$1.79M ﹤0.01%
133,502
-1,876
2455
$1.77M ﹤0.01%
194,819
+81,747
2456
$1.77M ﹤0.01%
36,327
-1,972
2457
$1.76M ﹤0.01%
87,905
-167
2458
$1.76M ﹤0.01%
59,519
+41,682
2459
$1.76M ﹤0.01%
166,504
+3,378
2460
$1.76M ﹤0.01%
351,605
-6,370
2461
$1.76M ﹤0.01%
116,146
+11,584
2462
$1.76M ﹤0.01%
20,980
+73
2463
$1.76M ﹤0.01%
52,646
-2,371
2464
$1.75M ﹤0.01%
260,030
-29,731
2465
$1.74M ﹤0.01%
49,914
+1,676
2466
$1.74M ﹤0.01%
+98,660
2467
$1.74M ﹤0.01%
130,105
-14,627
2468
$1.73M ﹤0.01%
91,246
+5,229
2469
$1.73M ﹤0.01%
90,771
+2,910
2470
$1.73M ﹤0.01%
38,127
+8,272
2471
$1.73M ﹤0.01%
38,482
-1,321
2472
$1.73M ﹤0.01%
67,477
+11,565
2473
$1.73M ﹤0.01%
756,427
+41,966
2474
$1.72M ﹤0.01%
51,415
-729
2475
$1.72M ﹤0.01%
289,866
-6,714