
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.59 | 2.59 | 0.00 |
Shares | 97.41 | 97.41 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.69 | 20.75 |
Price to Book | 4.67 | 3.96 |
Price to Sales | 3.06 | 2.65 |
Price to Cash Flow | 14.82 | 13.91 |
Dividend Yield | 1.25 | 1.55 |
5 Years Earnings Growth | 19.21 | 10.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.90 | 28.78 |
Financial Services | 21.78 | 14.94 |
Communication Services | 10.26 | 8.67 |
Industrials | 9.85 | 9.88 |
Consumer Cyclical | 9.35 | 10.33 |
Healthcare | 7.14 | 11.76 |
Consumer Defensive | 4.11 | 6.17 |
Basic Materials | 3.04 | 2.36 |
Utilities | 1.29 | 2.65 |
Energy | 1.28 | 3.68 |
Number of long holdings: 55
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.91 | 524.24 | -1.74% | |
NVIDIA | US67066G1040 | 4.60 | 173.72 | -2.33% | |
Apple | US0378331005 | 4.51 | 202.38 | -2.50% | |
Amazon.com | US0231351067 | 4.18 | 214.86 | -8.22% | |
Alphabet A | US02079K3059 | 4.01 | 189.13 | -1.44% | |
Fiserv | US3377381088 | 3.17 | 135.33 | -2.60% | |
Costco | US22160K1051 | 2.96 | 952.36 | +1.49% | |
Howmet | US4432011082 | 2.82 | 184.26 | +2.50% | |
Meta Platforms | US30303M1027 | 2.77 | 749.82 | -3.05% | |
Taiwan Semiconductor | US8740391003 | 2.72 | 235.21 | -2.65% |
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 Core Equity A | 2.86B | 8.22 | 20.40 | 12.83 | ||
Ivy Mid Cap Growth I | 2.03B | 1.91 | 9.18 | 10.05 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review