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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.14 | 3.85 | 0.71 |
Shares | 63.86 | 63.86 | 0.00 |
Bonds | 32.61 | 32.61 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.35 | 0.35 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.83 | 18.63 |
Price to Book | 4.16 | 3.12 |
Price to Sales | 2.99 | 2.14 |
Price to Cash Flow | 15.15 | 12.10 |
Dividend Yield | 1.32 | 2.01 |
5 Years Earnings Growth | 15.61 | 11.38 |
Name | Net % | Category Average |
---|---|---|
Technology | 34.09 | 23.56 |
Financial Services | 20.00 | 14.94 |
Healthcare | 11.68 | 13.34 |
Consumer Cyclical | 8.80 | 9.79 |
Communication Services | 8.43 | 7.29 |
Industrials | 6.48 | 10.45 |
Consumer Defensive | 3.87 | 6.27 |
Basic Materials | 3.43 | 3.49 |
Energy | 1.92 | 5.40 |
Utilities | 1.21 | 3.11 |
Real Estate | 0.09 | 4.29 |
Number of long holdings: 358
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.50 | 416.04 | -0.12% | |
NVIDIA | US67066G1040 | 2.99 | 124.88 | +1.65% | |
Apple | US0378331005 | 2.84 | 226.80 | +0.50% | |
United States Treasury Notes 4.375% | - | 2.64 | - | - | |
Amazon.com | US0231351067 | 2.20 | 186.51 | +2.50% | |
UnitedHealth | US91324P1021 | 2.09 | 591.20 | -0.26% | |
KKR & Co | US48251W1045 | 1.96 | 133.28 | +1.82% | |
HCA | US40412C1018 | 1.95 | 394.07 | +0.41% | |
Alphabet A | US02079K3059 | 1.84 | 167.07 | +0.73% | |
Vanguard S&P 500 | US9229083632 | 1.81 | 526.65 | +0.92% |
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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