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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.71 | 0.71 | 0.00 |
Shares | 99.29 | 99.29 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.86 | 19.63 |
Price to Book | 4.45 | 3.70 |
Price to Sales | 2.91 | 2.36 |
Price to Cash Flow | 15.94 | 13.57 |
Dividend Yield | 1.12 | 1.61 |
5 Years Earnings Growth | 16.81 | 11.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.35 | 26.58 |
Financial Services | 21.69 | 14.22 |
Healthcare | 11.66 | 13.75 |
Consumer Cyclical | 8.40 | 10.29 |
Communication Services | 7.08 | 8.16 |
Industrials | 6.60 | 10.15 |
Consumer Defensive | 4.50 | 6.51 |
Basic Materials | 4.15 | 2.74 |
Energy | 1.96 | 4.38 |
Utilities | 0.62 | 2.39 |
Number of long holdings: 51
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 9.06 | 406.66 | +2.22% | |
Alphabet A | US02079K3059 | 4.42 | 167.21 | +0.35% | |
Amazon.com | US0231351067 | 3.78 | 186.24 | +0.82% | |
UnitedHealth | US91324P1021 | 3.68 | 492.66 | -0.06% | |
NVIDIA | US67066G1040 | 3.66 | 887.83 | +3.46% | |
Apple | US0378331005 | 3.41 | 183.36 | +5.97% | |
KKR & Co | US48251W1045 | 3.19 | 95.01 | -2.18% | |
Costco | US22160K1051 | 3.04 | 743.90 | +1.56% | |
HCA | US40412C1018 | 2.96 | 307.68 | -0.38% | |
Airbus Group NV | US0092791005 | 2.50 | 41.59 | +1.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.02B | 9.71 | 12.60 | 15.40 | ||
Ivy Science & Technology A | 3.56B | 15.70 | 7.22 | 12.77 | ||
Ivy Mid Cap Growth I | 2.9B | 7.08 | 0.91 | 11.44 | ||
Ivy Large Cap Growth A | 2.46B | 9.66 | 12.29 | 15.07 | ||
Ivy Mid Cap Growth A | 1.47B | 7.03 | 0.61 | 11.08 |
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