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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 26.59 | 27.11 |
Price to Book | 6.81 | 6.97 |
Price to Sales | 5.40 | 4.59 |
Price to Cash Flow | 18.04 | 17.94 |
Dividend Yield | 0.77 | 0.71 |
5 Years Earnings Growth | 11.47 | 13.25 |
Name | Net % | Category Average |
---|---|---|
Technology | 42.11 | 39.27 |
Financial Services | 16.04 | 10.00 |
Consumer Cyclical | 12.02 | 14.28 |
Healthcare | 11.03 | 10.96 |
Industrials | 6.68 | 6.97 |
Communication Services | 5.96 | 12.68 |
Real Estate | 3.47 | 1.50 |
Consumer Defensive | 2.70 | 3.60 |
Number of long holdings: 39
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.36 | 460.36 | +0.37% | |
NVIDIA | US67066G1040 | 8.70 | 135.13 | -2.92% | |
Amazon.com | US0231351067 | 7.57 | 205.01 | -0.34% | |
Apple | US0378331005 | 7.23 | 200.85 | +0.45% | |
Alphabet A | US02079K3059 | 5.82 | 171.74 | -0.07% | |
Visa A | US92826C8394 | 5.31 | 365.19 | +0.77% | |
UnitedHealth | US91324P1021 | 3.88 | 301.91 | +1.25% | |
ICE | US45866F1049 | 3.73 | 179.80 | +0.71% | |
Waste Connections | CA94106B1013 | 2.88 | 197.09 | +1.39% | |
Coca-Cola | US1912161007 | 2.70 | 72.10 | +0.85% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Science & Technology A | 3.64B | -6.60 | 14.70 | 12.55 | ||
Ivy Large Cap Growth A | 3.12B | -7.10 | 13.18 | 13.95 | ||
Ivy Core Equity A | 2.72B | -4.05 | 12.98 | 11.44 | ||
Ivy Mid Cap Growth I | 2.1B | -10.09 | 0.50 | 8.63 | ||
Ivy Mid Cap Growth A | 1.66B | -10.19 | 0.22 | 8.29 |
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