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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 | 21.06 |
Price to Book | 4.67 | 4.01 |
Price to Sales | 3.06 | 2.70 |
Price to Cash Flow | 14.82 | 14.11 |
Dividend Yield | 1.25 | 1.53 |
5 Years Earnings Growth | 19.21 | 10.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.90 | 29.26 |
Financial Services | 21.78 | 14.85 |
Communication Services | 10.26 | 8.78 |
Industrials | 9.85 | 9.88 |
Consumer Cyclical | 9.35 | 10.31 |
Healthcare | 7.14 | 11.50 |
Consumer Defensive | 4.11 | 6.04 |
Basic Materials | 3.04 | 2.36 |
Utilities | 1.29 | 2.62 |
Energy | 1.28 | 3.66 |
Number of long holdings: 55
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.91 | 506.69 | -0.58% | |
NVIDIA | US67066G1040 | 4.60 | 174.18 | -3.32% | |
Apple | US0378331005 | 4.51 | 232.14 | -0.18% | |
Amazon.com | US0231351067 | 4.18 | 229.00 | -1.12% | |
Alphabet A | US02079K3059 | 4.01 | 212.91 | +0.60% | |
Fiserv | US3377381088 | 3.17 | 138.18 | +0.39% | |
Costco | US22160K1051 | 2.96 | 943.32 | -0.17% | |
Howmet | US4432011082 | 2.82 | 174.10 | -1.17% | |
Meta Platforms | US30303M1027 | 2.77 | 738.70 | -1.65% | |
Taiwan Semiconductor | US8740391003 | 2.72 | 230.87 | -3.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.47B | 6.44 | 17.81 | 15.26 | ||
Ivy Science & Technology A | 4.11B | 20.77 | 25.50 | 15.58 | ||
Ivy Large Cap Growth A | 3.25B | 6.30 | 17.51 | 14.94 | ||
Ivy Core Equity A | 2.87B | 9.81 | 17.35 | 12.67 | ||
Ivy Mid Cap Growth I | 1.87B | 5.62 | 6.07 | 10.52 |
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