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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.68 | 4.68 | 0.00 |
Shares | 65.02 | 65.02 | 0.00 |
Bonds | 32.03 | 32.03 | 0.00 |
Convertible | 0.07 | 0.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.55 | 18.44 |
Price to Book | 5.31 | 3.21 |
Price to Sales | 3.13 | 2.20 |
Price to Cash Flow | 17.35 | 12.19 |
Dividend Yield | 1.36 | 1.94 |
5 Years Earnings Growth | 16.81 | 11.14 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.98 | 23.89 |
Financial Services | 24.16 | 15.87 |
Healthcare | 12.26 | 13.10 |
Industrials | 10.21 | 10.13 |
Consumer Cyclical | 8.81 | 9.96 |
Communication Services | 7.35 | 7.50 |
Consumer Defensive | 5.55 | 6.08 |
Basic Materials | 3.19 | 3.19 |
Utilities | 2.36 | 3.21 |
Energy | 0.07 | 4.97 |
Real Estate | 0.05 | 3.40 |
Number of long holdings: 233
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.76 | 490.11 | +0.85% | |
Apple | US0378331005 | 3.32 | 200.30 | -0.60% | |
UnitedHealth | US91324P1021 | 3.01 | 305.62 | +1.64% | |
United States Treasury Notes 2.875% | - | 2.72 | - | - | |
United States Treasury Notes 2% | - | 2.51 | - | - | |
Mastercard | US57636Q1040 | 2.34 | 557.53 | +2.80% | |
CME Group | US12572Q1058 | 1.94 | 271.38 | -0.47% | |
Alphabet A | US02079K3059 | 1.94 | 166.77 | +0.96% | |
Costco | US22160K1051 | 1.87 | 1,001.92 | -0.25% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.36B | -0.70 | 16.67 | 14.84 | ||
Ivy Science & Technology A | 3.74B | 4.94 | 19.90 | 13.49 | ||
Ivy Large Cap Growth A | 3.09B | -0.80 | 16.36 | 14.51 | ||
Ivy Core Equity A | 2.73B | 2.41 | 15.22 | 12.02 | ||
Ivy Mid Cap Growth I | 2.04B | -2.42 | 4.19 | 9.46 |
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