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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.83 | 4.83 | 0.00 |
Shares | 95.17 | 95.17 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.46 | 19.98 |
Price to Book | 4.46 | 3.86 |
Price to Sales | 2.90 | 2.55 |
Price to Cash Flow | 14.50 | 13.63 |
Dividend Yield | 1.32 | 1.58 |
5 Years Earnings Growth | 18.86 | 10.90 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.59 | 27.80 |
Financial Services | 22.23 | 15.00 |
Industrials | 10.50 | 9.63 |
Communication Services | 10.43 | 8.44 |
Consumer Cyclical | 9.88 | 10.32 |
Healthcare | 7.98 | 12.61 |
Consumer Defensive | 4.12 | 6.35 |
Basic Materials | 3.24 | 2.38 |
Utilities | 1.42 | 2.78 |
Energy | 0.62 | 3.89 |
Number of long holdings: 53
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 5.93 | 470.38 | +0.58% | |
Apple | US0378331005 | 4.40 | 203.92 | +1.64% | |
Amazon.com | US0231351067 | 3.97 | 213.57 | +2.72% | |
Alphabet A | US02079K3059 | 3.87 | 173.68 | +3.25% | |
NVIDIA | US67066G1040 | 3.84 | 141.72 | +1.24% | |
Fiserv | US3377381088 | 3.16 | 166.71 | +0.80% | |
Howmet | US4432011082 | 2.84 | 175.37 | +0.21% | |
Costco | US22160K1051 | 2.83 | 1,014.94 | +0.41% | |
Taiwan Semiconductor | US8740391003 | 2.66 | 205.18 | +0.90% | |
AT&T | US00206R1023 | 2.55 | 28.08 | +1.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.41B | -7.03 | 13.47 | 14.28 | ||
Ivy Science & Technology A | 3.74B | -6.60 | 14.70 | 12.55 | ||
Ivy Large Cap Growth A | 3.14B | -7.10 | 13.18 | 13.95 | ||
Ivy Core Equity A | 2.75B | -4.05 | 12.98 | 11.44 | ||
Ivy Mid Cap Growth I | 2.12B | -10.09 | 0.50 | 8.63 |
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