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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.17 | 2.47 | 0.30 |
Stocks | 69.70 | 69.70 | 0.00 |
Bonds | 22.65 | 22.65 | 0.00 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.51 | 0.51 | 0.00 |
Other | 4.92 | 4.92 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.87 | 16.02 |
Price to Book | 3.30 | 2.32 |
Price to Sales | 2.82 | 1.72 |
Price to Cash Flow | 14.21 | 9.86 |
Dividend Yield | 1.72 | 2.91 |
5 Years Earnings Growth | 13.96 | 10.51 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.10 | 18.99 |
Financial Services | 15.10 | 14.99 |
Healthcare | 12.66 | 11.32 |
Industrials | 11.80 | 10.93 |
Consumer Cyclical | 11.77 | 8.29 |
Communication Services | 8.98 | 6.25 |
Energy | 4.61 | 7.29 |
Consumer Defensive | 4.26 | 7.69 |
Basic Materials | 2.64 | 4.85 |
Utilities | 2.04 | 5.24 |
Real Estate | 0.05 | 7.08 |
Number of long holdings: 411
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.72 | 416.04 | -0.12% | |
NVIDIA | US67066G1040 | 2.75 | 124.88 | +1.65% | |
Alphabet A | US02079K3059 | 2.42 | 167.07 | +0.73% | |
Amazon.com | US0231351067 | 2.28 | 186.51 | +2.50% | |
Apple | US0378331005 | 2.10 | 226.80 | +0.50% | |
Taiwan Semicon | TW0002330008 | 1.94 | 977.00 | +0.51% | |
Mastercard | US57636Q1040 | 1.50 | 497.70 | +0.55% | |
Home Depot | US4370761029 | 1.41 | 408.36 | -0.78% | |
Salesforce Inc | US79466L3024 | 1.40 | 287.75 | +2.43% | |
KLA Corp | US4824801009 | 1.40 | 787.70 | +1.70% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.55B | 18.94 | 8.20 | 15.35 | ||
Ivy Science & Technology A | 3.79B | 23.76 | 5.51 | 13.10 | ||
Ivy Large Cap Growth A | 3.31B | 18.76 | 7.92 | 15.03 | ||
Ivy Mid Cap Growth I | 3B | 2.93 | -4.74 | 10.56 | ||
Ivy Core Equity A | 2.89B | 21.74 | 9.09 | 11.78 |
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