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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.84 | 10.36 | 7.52 |
Shares | 64.67 | 64.67 | 0.00 |
Bonds | 31.90 | 31.99 | 0.09 |
Convertible | 0.28 | 0.28 | 0.00 |
Preferred | 0.28 | 0.28 | 0.00 |
Other | 0.03 | 0.05 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.09 | 15.74 |
Price to Book | 2.73 | 2.29 |
Price to Sales | 2.06 | 1.67 |
Price to Cash Flow | 10.54 | 9.44 |
Dividend Yield | 1.99 | 2.84 |
5 Years Earnings Growth | 13.17 | 10.55 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.87 | 18.46 |
Financial Services | 19.11 | 14.94 |
Healthcare | 12.80 | 10.45 |
Consumer Cyclical | 11.70 | 8.90 |
Industrials | 11.70 | 11.26 |
Communication Services | 7.79 | 6.95 |
Consumer Defensive | 3.83 | 7.36 |
Energy | 2.81 | 6.91 |
Basic Materials | 2.69 | 4.58 |
Real Estate | 1.51 | 7.73 |
Utilities | 1.19 | 5.56 |
Number of long holdings: 18
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Macquarie International Core Eq R6 | - | 20.94 | - | - | |
Macquarie Diversified Income R6 | - | 15.91 | - | - | |
Macquarie Global Bond Fund Class R6 | - | 14.52 | - | - | |
Macquarie Core Equity Fund Class R6 | - | 13.38 | - | - | |
Macquarie Large Cap Growth Fund R6 | - | 11.02 | - | - | |
Macquarie Growth and Income R6 | - | 6.52 | - | - | |
Macquarie Value R6 | - | 5.27 | - | - | |
Macquarie Small Cap Core R6 | - | 4.29 | - | - | |
Macquarie Emerging Markets Debt Corp Ins | - | 1.98 | - | - | |
Macquarie Limited-Term Divers Inc R6 | - | 1.97 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.42B | -7.03 | 13.47 | 14.28 | ||
Ivy Science & Technology A | 3.75B | -6.60 | 14.70 | 12.55 | ||
Ivy Large Cap Growth A | 3.14B | -7.10 | 13.18 | 13.95 | ||
Ivy Core Equity A | 2.75B | -4.05 | 12.98 | 11.44 | ||
Ivy Mid Cap Growth I | 2.12B | -10.09 | 0.50 | 8.63 |
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