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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.53 | 3.03 | 0.50 |
Shares | 68.75 | 68.75 | 0.00 |
Bonds | 23.67 | 23.67 | 0.00 |
Convertible | 0.05 | 0.05 | 0.00 |
Preferred | 0.61 | 0.61 | 0.00 |
Other | 4.39 | 4.39 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.07 | 15.39 |
Price to Book | 3.37 | 2.21 |
Price to Sales | 2.60 | 1.60 |
Price to Cash Flow | 13.27 | 9.27 |
Dividend Yield | 1.88 | 3.03 |
5 Years Earnings Growth | 15.13 | 10.14 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.30 | 17.57 |
Financial Services | 14.77 | 15.13 |
Industrials | 12.30 | 11.38 |
Consumer Cyclical | 12.29 | 8.83 |
Healthcare | 11.38 | 11.19 |
Communication Services | 9.13 | 6.25 |
Consumer Defensive | 5.41 | 7.81 |
Energy | 5.23 | 7.43 |
Utilities | 1.72 | 4.86 |
Basic Materials | 1.33 | 5.08 |
Real Estate | 0.15 | 7.04 |
Number of long holdings: 394
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 3.83 | - | - | |
Alphabet Inc Class A | - | 2.47 | - | - | |
NVIDIA Corp | - | 2.28 | - | - | |
Amazon.com Inc | - | 2.25 | - | - | |
Taiwan Semicon | TW0002330008 | 1.93 | 857.00 | -0.92% | |
Salesforce Inc | - | 1.67 | - | - | |
Apple Inc | - | 1.66 | - | - | |
Mastercard Inc Class A | - | 1.60 | - | - | |
Vanguard Russell 2000 ETF | - | 1.58 | - | - | |
Eli Lilly and Co | - | 1.53 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.18B | 4.43 | 8.08 | 14.98 | ||
Ivy Science & Technology A | 3.73B | 7.94 | 3.44 | 12.45 | ||
Ivy Mid Cap Growth I | 2.95B | 0.26 | -3.05 | 10.99 | ||
Ivy Core Equity A | 2.83B | 8.04 | 8.14 | 11.25 | ||
Ivy Large Cap Growth A | 2.53B | 4.33 | 7.78 | 14.65 |
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