
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.530 | 1.040 | 0.510 |
Shares | 99.460 | 99.460 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.878 | 14.009 |
Price to Book | 1.477 | 1.804 |
Price to Sales | 1.147 | 1.444 |
Price to Cash Flow | 6.400 | 8.439 |
Dividend Yield | 2.487 | 3.181 |
5 Years Earnings Growth | 16.363 | 9.812 |
Name | Net % | Category Average |
---|---|---|
Consumer Cyclical | 16.950 | 10.234 |
Financial Services | 15.550 | 20.711 |
Industrials | 14.450 | 16.285 |
Healthcare | 13.180 | 10.919 |
Energy | 11.500 | 4.373 |
Technology | 11.170 | 12.600 |
Consumer Defensive | 8.050 | 8.589 |
Basic Materials | 4.410 | 6.634 |
Communication Services | 2.670 | 6.134 |
Utilities | 2.070 | 2.953 |
Number of long holdings: 67
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
GSK PLC | GB0009252882 | 3.23 | - | - | |
Suncor Energy | CA8672241079 | 2.94 | 35.72 | +0.03% | |
Samsung Electronics Co | KR7005930003 | 2.90 | 55,450 | +2.88% | |
Inpex Corp. | JP3294460005 | 2.40 | 1,920.5 | +0.31% | |
Airbus Group | NL0000235190 | 2.37 | 162.20 | +1.24% | |
TotalEnergies SE | FR0000120271 | 2.20 | 51.54 | -0.46% | |
JD.com Inc Adr | US47215P1066 | 2.10 | 32.54 | -2.43% | |
RWE AG ST | DE0007037129 | 2.06 | 32.590 | -1.30% | |
MercadoLibre | US58733R1023 | 2.03 | 2,555.17 | +1.89% | |
Roche Holding Participation | CH0012032048 | 2.03 | 260.90 | -0.61% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.29B | -7.03 | 13.47 | 14.28 | ||
Ivy Science & Technology A | 3.59B | -6.60 | 14.70 | 12.55 | ||
Ivy Large Cap Growth A | 3.07B | -7.10 | 13.18 | 13.95 | ||
Ivy Core Equity A | 2.68B | -4.05 | 12.98 | 11.44 | ||
Ivy Mid Cap Growth I | 2.09B | -10.09 | 0.50 | 8.63 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review