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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 100.06 | 100.06 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 22.11 | 19.75 |
Price to Book | 4.52 | 3.71 |
Price to Sales | 3.01 | 2.37 |
Price to Cash Flow | 15.97 | 13.66 |
Dividend Yield | 1.12 | 1.60 |
5 Years Earnings Growth | 13.98 | 11.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 33.47 | 26.53 |
Financial Services | 21.80 | 14.26 |
Healthcare | 11.30 | 13.70 |
Consumer Cyclical | 8.67 | 10.26 |
Communication Services | 7.31 | 8.18 |
Industrials | 6.77 | 10.16 |
Basic Materials | 4.02 | 2.74 |
Consumer Defensive | 3.85 | 6.51 |
Energy | 2.13 | 4.44 |
Utilities | 0.69 | 2.41 |
Number of long holdings: 55
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 8.65 | - | - | |
Alphabet Inc Class A | - | 4.67 | - | - | |
NVIDIA Corp | - | 4.05 | - | - | |
Amazon.com Inc | - | 3.74 | - | - | |
UnitedHealth Group Inc | - | 3.57 | - | - | |
Apple Inc | - | 3.13 | - | - | |
HCA Healthcare Inc | - | 3.07 | - | - | |
KKR & Co Inc Ordinary Shares | - | 2.97 | - | - | |
Capital One Financial Corp | - | 2.89 | - | - | |
Airbus SE ADR | - | 2.71 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.17B | 4.43 | 8.08 | 14.98 | ||
Ivy Science & Technology A | 3.71B | 7.94 | 3.44 | 12.45 | ||
Ivy Mid Cap Growth I | 3.01B | 0.26 | -3.05 | 10.99 | ||
Ivy Large Cap Growth A | 2.53B | 4.33 | 7.78 | 14.65 | ||
Ivy Mid Cap Growth A | 1.51B | 0.19 | -3.33 | 10.63 |
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