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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.860 | 0.860 | 0.000 |
Shares | 97.100 | 97.100 | 0.000 |
Other | 2.050 | 2.050 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.402 | 14.327 |
Price to Book | 1.672 | 1.839 |
Price to Sales | 1.266 | 1.458 |
Price to Cash Flow | 3.958 | 8.643 |
Dividend Yield | 2.201 | 3.184 |
5 Years Earnings Growth | 16.876 | 9.474 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.200 | 20.743 |
Industrials | 15.790 | 16.682 |
Consumer Cyclical | 14.520 | 9.838 |
Technology | 10.900 | 12.797 |
Energy | 10.290 | 4.271 |
Healthcare | 9.840 | 10.633 |
Consumer Defensive | 8.860 | 8.583 |
Basic Materials | 5.190 | 6.619 |
Communication Services | 4.810 | 6.230 |
Utilities | 2.600 | 3.081 |
Number of long holdings: 76
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Samsung Electronics Co | KR7005930003 | 2.69 | 69,700 | +0.14% | |
GlaxoSmithKline PLC | GB0009252882 | 2.51 | - | - | |
Airbus Group | NL0000235190 | 2.19 | 179.06 | +0.25% | |
TotalEnergies SE | FR0000120271 | 2.02 | 53.50 | +0.75% | |
Taiwan Semicon | TW0002330008 | 1.98 | 1,160.00 | -2.52% | |
MercadoLibre | US58733R1023 | 1.88 | 2,464.92 | -0.30% | |
Suncor Energy | CA8672241079 | 1.84 | 41.62 | +0.04% | |
JD.com Inc Adr | US47215P1066 | 1.78 | 31.24 | +2.80% | |
Seven & i Holdings | JP3422950000 | 1.77 | 1,913.5 | -0.18% | |
WPP | JE00B8KF9B49 | 1.73 | 390.90 | -0.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.47B | 6.44 | 17.81 | 15.26 | ||
Ivy Science & Technology A | 4.07B | 20.77 | 25.50 | 15.58 | ||
Ivy Large Cap Growth A | 3.25B | 6.30 | 17.51 | 14.94 | ||
Ivy Core Equity A | 2.86B | 9.81 | 17.35 | 12.67 | ||
Ivy Mid Cap Growth I | 1.86B | 5.62 | 6.07 | 10.52 |
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