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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.60 | 0.60 | 0.00 |
Stocks | 99.40 | 99.40 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.15 | 20.17 |
Price to Book | 4.28 | 3.77 |
Price to Sales | 3.06 | 2.44 |
Price to Cash Flow | 15.47 | 13.77 |
Dividend Yield | 1.26 | 1.60 |
5 Years Earnings Growth | 15.80 | 11.70 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.52 | 27.53 |
Financial Services | 20.41 | 14.09 |
Healthcare | 11.54 | 13.51 |
Consumer Cyclical | 8.68 | 10.05 |
Communication Services | 8.28 | 8.23 |
Industrials | 6.47 | 9.84 |
Consumer Defensive | 3.79 | 6.34 |
Basic Materials | 3.40 | 2.65 |
Energy | 1.75 | 4.31 |
Utilities | 1.16 | 2.56 |
Number of long holdings: 52
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.41 | 431.34 | -0.18% | |
Alphabet A | US02079K3059 | 4.95 | 162.71 | +0.76% | |
NVIDIA | US67066G1040 | 4.89 | 124.04 | +0.43% | |
Apple | US0378331005 | 4.64 | 227.52 | +0.51% | |
Amazon.com | US0231351067 | 3.62 | 191.16 | -0.71% | |
UnitedHealth | US91324P1021 | 3.43 | 574.88 | -0.25% | |
KKR & Co | US48251W1045 | 3.21 | 131.38 | -0.22% | |
HCA | US40412C1018 | 3.12 | 403.86 | -0.31% | |
Capital One Financial | US14040H1059 | 2.74 | 147.78 | +0.99% | |
Taiwan Semiconductor | US8740391003 | 2.65 | 186.83 | +2.46% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.6B | 18.94 | 8.20 | 15.35 | ||
Ivy Science & Technology A | 3.8B | 23.76 | 5.51 | 13.10 | ||
Ivy Large Cap Growth A | 3.34B | 18.76 | 7.92 | 15.03 | ||
Ivy Mid Cap Growth I | 3.04B | 2.93 | -4.74 | 10.56 | ||
Ivy Core Equity A | 2.91B | 21.74 | 9.09 | 11.78 |
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