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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 | 20.27 |
Price to Book | 4.67 | 3.93 |
Price to Sales | 3.06 | 2.60 |
Price to Cash Flow | 14.82 | 13.96 |
Dividend Yield | 1.25 | 1.55 |
5 Years Earnings Growth | 19.21 | 11.12 |
Name | Net % | Category Average |
---|---|---|
Technology | 31.90 | 27.98 |
Financial Services | 21.78 | 14.97 |
Communication Services | 10.26 | 8.51 |
Industrials | 9.85 | 9.57 |
Consumer Cyclical | 9.35 | 10.46 |
Healthcare | 7.14 | 12.50 |
Consumer Defensive | 4.11 | 6.24 |
Basic Materials | 3.04 | 2.37 |
Utilities | 1.29 | 2.74 |
Energy | 1.28 | 3.89 |
Number of long holdings: 55
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.91 | 389.89 | -0.50% | |
NVIDIA | US67066G1040 | 4.60 | 108.83 | -1.97% | |
Apple | US0378331005 | 4.51 | 209.28 | 0.00% | |
Amazon.com | US0231351067 | 4.18 | 188.59 | -0.21% | |
Alphabet A | US02079K3059 | 4.01 | 160.51 | -0.90% | |
Fiserv | US3377381088 | 3.17 | 179.71 | +1.23% | |
Costco | US22160K1051 | 2.96 | 980.34 | +0.33% | |
Howmet | US4432011082 | 2.82 | 138.54 | +2.05% | |
Meta Platforms | US30303M1027 | 2.77 | 548.44 | +0.21% | |
Taiwan Semiconductor | US8740391003 | 2.72 | 164.21 | -0.54% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.3B | -6.78 | 8.85 | 14.14 | ||
Ivy Science & Technology A | 3.25B | -9.23 | 8.37 | 12.20 | ||
Ivy Large Cap Growth A | 2.94B | -6.82 | 8.57 | 13.82 | ||
Ivy Core Equity A | 2.55B | -3.29 | 9.72 | 11.49 | ||
Ivy Mid Cap Growth I | 2.05B | -8.62 | -3.00 | 8.80 |
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