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Macquarie Core Equity Fund Class A (WCEAX)

US Funds

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18.52 -0.06 -0.32%

11/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 2.86B

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WCEAX Holdings

Comprehensive information about top holdings and Key Holding Information for the Ivy Core Equity A (WCEAX) fund. Our Ivy Core Equity A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	3.40	3.40	0.00
Shares	96.60	96.60	0.00

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Equities

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.27	20.37
Price to Book	4.66	3.89
Price to Sales	3.16	2.59
Price to Cash Flow	13.83	13.71
Dividend Yield	1.34	1.57
5 Years Earnings Growth	11.49	10.66

Sector Allocation

Name	Net %	Category Average
Technology	31.31	28.23
Financial Services	21.62	14.97
Industrials	11.60	9.84
Communication Services	10.94	8.57
Consumer Cyclical	10.20	10.35
Healthcare	6.07	12.12
Basic Materials	3.80	2.38
Consumer Defensive	3.05	6.31
Utilities	0.94	2.69
Energy	0.47	3.75

Region Allocation

Equities

North America
Europe Developed
Asia

Developed Markets

Top Holdings

Number of long holdings: 54

Number of short holdings: 3

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	7.10	503.32	+0.37%
NVIDIA	US67066G1040	5.00	164.92	+0.50%
Amazon.com	US0231351067	4.49	225.02	+1.24%
Howmet	US4432011082	3.52	179.68	+0.64%
Alphabet A	US02079K3059	3.51	180.19	+1.45%
Apple	US0378331005	3.17	211.16	-0.59%
Taiwan Semiconductor	US8740391003	3.08	230.40	+0.28%
Costco	US22160K1051	2.95	970.33	+0.02%
Meta Platforms	US30303M1027	2.70	717.51	-1.34%
CME Group	US12572Q1058	2.61	275.08	-0.04%

Top Equity Funds by Macquarie

Name	Total Assets	YTD%	3Y%	10Y%
Ivy Large Cap Growth I	4.54B	3.69	21.25	15.34
Ivy Science & Technology A	4B	16.43	29.08	15.12
Ivy Large Cap Growth A	3.23B	3.58	20.95	15.01
Ivy Mid Cap Growth I	2.06B	1.91	9.18	10.05
Ivy Mid Cap Growth A	1.73B	1.75	8.89	9.71

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Recent Quotes

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