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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 | 18.45 |
Price to Book | 5.31 | 3.22 |
Price to Sales | 3.13 | 2.21 |
Price to Cash Flow | 17.35 | 12.24 |
Dividend Yield | 1.36 | 1.94 |
5 Years Earnings Growth | 16.81 | 11.24 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.98 | 23.87 |
Financial Services | 24.16 | 15.86 |
Healthcare | 12.26 | 13.12 |
Industrials | 10.21 | 10.13 |
Consumer Cyclical | 8.81 | 9.98 |
Communication Services | 7.35 | 7.49 |
Consumer Defensive | 5.55 | 6.06 |
Basic Materials | 3.19 | 3.18 |
Utilities | 2.36 | 3.22 |
Energy | 0.07 | 4.99 |
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 | 461.97 | +0.35% | |
Apple | US0378331005 | 3.32 | 201.76 | +0.45% | |
UnitedHealth | US91324P1021 | 3.01 | 304.72 | +0.93% | |
United States Treasury Notes 2.875% | - | 2.72 | - | - | |
United States Treasury Notes 2% | - | 2.51 | - | - | |
Mastercard | US57636Q1040 | 2.34 | 581.25 | -0.74% | |
CME Group | US12572Q1058 | 1.94 | 290.79 | +0.62% | |
Alphabet A | US02079K3059 | 1.94 | 169.07 | -1.55% | |
Costco | US22160K1051 | 1.87 | 1,056.85 | +1.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.37B | -7.03 | 13.47 | 14.28 | ||
Ivy Science & Technology A | 3.64B | -6.60 | 14.70 | 12.55 | ||
Ivy Large Cap Growth A | 3.12B | -7.10 | 13.18 | 13.95 | ||
Ivy Core Equity A | 2.72B | -4.05 | 12.98 | 11.44 | ||
Ivy Mid Cap Growth I | 2.1B | -10.09 | 0.50 | 8.63 |
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