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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 | 15.53 |
Price to Book | 2.40 | 2.31 |
Price to Sales | 1.56 | 1.67 |
Price to Cash Flow | 2.35 | 10.19 |
Dividend Yield | 2.79 | 3.13 |
5 Years Earnings Growth | 10.98 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Industrials | 16.20 | 22.39 |
Financial Services | 15.98 | 19.43 |
Consumer Defensive | 14.59 | 9.97 |
Energy | 14.20 | 5.72 |
Healthcare | 12.80 | 11.70 |
Technology | 11.45 | 9.19 |
Basic Materials | 5.94 | 5.70 |
Consumer Cyclical | 4.79 | 10.76 |
Communication Services | 2.12 | 5.55 |
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 | 14.18 | -0.84% | |
Royal Dutch Shell PLC Class A | GB00B03MLX29 | 4.58 | - | - | |
TotalEnergies SE | FR0000120271 | 3.72 | 51.07 | -1.83% | |
Ubisoft | FR0000054470 | 3.59 | 8.73 | -5.82% | |
Nestle | CH0038863350 | 3.50 | 71.10 | -0.48% | |
Thales | FR0000121329 | 3.34 | 235.50 | -0.13% | |
Unilever NV DR | NL0000009355 | 3.33 | - | - | |
Airbus Group | NL0000235190 | 3.21 | 169.10 | -3.94% | |
Roche Holding Participation | CH0012032048 | 2.85 | 257.10 | -0.96% | |
AstraZeneca | GB0009895292 | 2.84 | 11,104.0 | -1.94% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.47B | 3.69 | 21.25 | 15.34 | ||
Ivy Science & Technology A | 3.98B | 16.43 | 29.08 | 15.12 | ||
Ivy Large Cap Growth A | 3.19B | 3.58 | 20.95 | 15.01 | ||
Ivy Core Equity A | 2.81B | 8.22 | 20.40 | 12.83 | ||
Ivy Mid Cap Growth I | 2.01B | 1.91 | 9.18 | 10.05 |
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