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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.85 | 4.85 | 0.00 |
Shares | 94.30 | 94.30 | 0.00 |
Other | 0.84 | 0.84 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.38 | 15.61 |
Price to Book | 2.40 | 2.32 |
Price to Sales | 1.56 | 1.66 |
Price to Cash Flow | 2.35 | 10.07 |
Dividend Yield | 2.79 | 3.10 |
5 Years Earnings Growth | 10.98 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Industrials | 16.20 | 22.59 |
Financial Services | 15.98 | 19.53 |
Consumer Defensive | 14.59 | 9.50 |
Energy | 14.20 | 5.40 |
Healthcare | 12.80 | 11.62 |
Technology | 11.45 | 9.52 |
Basic Materials | 5.94 | 5.40 |
Consumer Cyclical | 4.79 | 10.66 |
Communication Services | 2.12 | 5.71 |
Utilities | 1.93 | 2.97 |
Number of long holdings: 47
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Tullow Oil | GB0001500809 | 5.08 | 10.76 | -0.37% | |
Royal Dutch Shell PLC Class A | GB00B03MLX29 | 4.58 | - | - | |
TotalEnergies SE | FR0000120271 | 3.72 | 53.50 | +0.75% | |
Ubisoft | FR0000054470 | 3.59 | 9.35 | -1.89% | |
Nestle | CH0038863350 | 3.50 | 75.39 | +0.65% | |
Thales | FR0000121329 | 3.34 | 225.20 | -0.35% | |
Unilever NV DR | NL0000009355 | 3.33 | - | - | |
Airbus Group | NL0000235190 | 3.21 | 179.06 | +0.25% | |
Roche Holding Participation | CH0012032048 | 2.85 | 260.30 | -0.27% | |
AstraZeneca | GB0009895292 | 2.84 | 11,790.0 | -0.17% |
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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