
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 100.00 | 100.00 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 28.57 | 28.44 |
Price to Book | 7.29 | 7.41 |
Price to Sales | 6.09 | 4.85 |
Price to Cash Flow | 20.48 | 19.39 |
Dividend Yield | 0.69 | 0.68 |
5 Years Earnings Growth | 12.83 | 14.00 |
Name | Net % | Category Average |
---|---|---|
Technology | 45.44 | 40.46 |
Financial Services | 12.59 | 9.43 |
Consumer Cyclical | 11.96 | 14.53 |
Healthcare | 9.79 | 10.61 |
Communication Services | 9.16 | 12.53 |
Industrials | 5.67 | 6.91 |
Real Estate | 3.22 | 1.39 |
Consumer Defensive | 2.16 | 3.35 |
Number of long holdings: 37
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 12.49 | 378.92 | -1.14% | |
NVIDIA | US67066G1040 | 10.63 | 115.57 | -0.15% | |
Amazon.com | US0231351067 | 7.56 | 193.19 | -2.87% | |
Apple | US0378331005 | 7.37 | 211.70 | -2.44% | |
Alphabet A | US02079K3059 | 6.50 | 162.79 | -2.58% | |
Visa A | US92826C8394 | 4.62 | 330.93 | -0.58% | |
UnitedHealth | US91324P1021 | 3.14 | 481.24 | +0.03% | |
Salesforce Inc | US79466L3024 | 3.01 | 271.95 | -4.44% | |
Motorola | US6200763075 | 2.99 | 413.48 | +0.15% | |
ICE | US45866F1049 | 2.94 | 169.50 | +0.28% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Science & Technology A | 3.39B | 1.37 | 13.26 | 13.46 | ||
Ivy Large Cap Growth A | 3.04B | -1.38 | 12.16 | 14.30 | ||
Ivy Core Equity A | 2.66B | 2.23 | 12.84 | 11.95 | ||
Ivy Mid Cap Growth I | 2.24B | -1.19 | 0.25 | 9.69 | ||
Ivy Mid Cap Growth A | 1.64B | -1.23 | -0.02 | 9.35 |
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