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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.19 | 2.19 | 0.00 |
Shares | 97.81 | 97.81 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 23.47 | 21.04 |
Price to Book | 4.88 | 4.01 |
Price to Sales | 3.34 | 2.69 |
Price to Cash Flow | 14.72 | 14.10 |
Dividend Yield | 1.26 | 1.53 |
5 Years Earnings Growth | 11.70 | 10.59 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.13 | 29.21 |
Financial Services | 20.95 | 14.86 |
Industrials | 11.82 | 9.87 |
Communication Services | 10.96 | 8.77 |
Consumer Cyclical | 9.86 | 10.30 |
Healthcare | 5.76 | 11.53 |
Basic Materials | 3.49 | 2.36 |
Consumer Defensive | 2.71 | 6.06 |
Utilities | 0.87 | 2.61 |
Energy | 0.46 | 3.66 |
Number of long holdings: 55
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 7.25 | 507.23 | +0.59% | |
NVIDIA | US67066G1040 | 5.53 | 177.99 | +1.72% | |
Amazon.com | US0231351067 | 4.55 | 228.84 | +3.10% | |
Howmet | US4432011082 | 3.64 | 171.00 | -1.30% | |
Taiwan Semiconductor | US8740391003 | 3.41 | 232.99 | +2.49% | |
Alphabet A | US02079K3059 | 3.41 | 206.09 | +3.17% | |
Apple | US0378331005 | 3.06 | 227.76 | +1.27% | |
Meta Platforms | US30303M1027 | 2.91 | 754.79 | +2.12% | |
Costco | US22160K1051 | 2.65 | 958.54 | -1.15% | |
Abbott Labs | US0028241000 | 2.37 | 132.59 | +0.45% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.51B | 6.44 | 17.81 | 15.26 | ||
Ivy Science & Technology A | 4.04B | 20.77 | 25.50 | 15.58 | ||
Ivy Large Cap Growth A | 3.26B | 6.30 | 17.51 | 14.94 | ||
Ivy Mid Cap Growth I | 1.89B | 5.62 | 6.07 | 10.52 | ||
Ivy Mid Cap Growth A | 1.72B | 5.45 | 5.80 | 10.17 |
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