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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.40 | 3.40 | 0.00 |
Shares | 96.60 | 96.60 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.27 | 20.75 |
Price to Book | 4.66 | 3.96 |
Price to Sales | 3.16 | 2.65 |
Price to Cash Flow | 13.83 | 13.91 |
Dividend Yield | 1.34 | 1.55 |
5 Years Earnings Growth | 11.49 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.31 | 28.78 |
Financial Services | 21.62 | 14.94 |
Industrials | 11.60 | 9.88 |
Communication Services | 10.94 | 8.67 |
Consumer Cyclical | 10.20 | 10.33 |
Healthcare | 6.07 | 11.76 |
Basic Materials | 3.80 | 2.36 |
Consumer Defensive | 3.05 | 6.17 |
Utilities | 0.94 | 2.65 |
Energy | 0.47 | 3.68 |
Number of long holdings: 54
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.10 | 524.11 | -1.76% | |
NVIDIA | US67066G1040 | 5.00 | 173.72 | -2.33% | |
Amazon.com | US0231351067 | 4.49 | 214.75 | -8.27% | |
Howmet | US4432011082 | 3.52 | 184.26 | +2.50% | |
Alphabet A | US02079K3059 | 3.51 | 189.13 | -1.44% | |
Apple | US0378331005 | 3.17 | 202.38 | -2.50% | |
Taiwan Semiconductor | US8740391003 | 3.08 | 235.21 | -2.65% | |
Costco | US22160K1051 | 2.95 | 952.52 | +1.37% | |
Meta Platforms | US30303M1027 | 2.70 | 750.01 | -3.03% | |
CME Group | US12572Q1058 | 2.61 | 280.76 | +0.89% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.56B | 3.69 | 21.25 | 15.34 | ||
Ivy Science & Technology A | 4.08B | 16.43 | 29.08 | 15.12 | ||
Ivy Large Cap Growth A | 3.26B | 3.58 | 20.95 | 15.01 | ||
Ivy Mid Cap Growth I | 2.03B | 1.91 | 9.18 | 10.05 | ||
Ivy Mid Cap Growth A | 1.73B | 1.75 | 8.89 | 9.71 |
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