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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.94 | 1.38 | 0.44 |
Stocks | 63.50 | 63.50 | 0.00 |
Bonds | 35.20 | 35.23 | 0.03 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.32 | 0.32 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.57 | 18.14 |
Price to Book | 4.20 | 3.07 |
Price to Sales | 2.82 | 2.06 |
Price to Cash Flow | 15.17 | 11.92 |
Dividend Yield | 1.19 | 2.01 |
5 Years Earnings Growth | 13.87 | 11.28 |
Name | Net % | Category Average |
---|---|---|
Technology | 32.51 | 22.93 |
Financial Services | 21.38 | 14.99 |
Healthcare | 11.57 | 13.34 |
Consumer Cyclical | 8.82 | 10.06 |
Communication Services | 7.29 | 7.22 |
Industrials | 7.03 | 10.84 |
Basic Materials | 4.11 | 3.51 |
Consumer Defensive | 3.91 | 6.29 |
Energy | 2.40 | 5.51 |
Utilities | 0.77 | 3.07 |
Real Estate | 0.22 | 3.53 |
Number of long holdings: 366
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 5.20 | - | - | |
NVIDIA Corp | - | 2.45 | - | - | |
Amazon.com Inc | - | 2.26 | - | - | |
United States Treasury Notes 4.5% | - | 2.17 | - | - | |
UnitedHealth Group Inc | - | 2.16 | - | - | |
United States Treasury Notes 4.25% | - | 2.15 | - | - | |
Vanguard Russell 2000 ETF | - | 1.96 | - | - | |
United States Treasury Notes 4% | - | 1.95 | - | - | |
HCA Healthcare Inc | - | 1.90 | - | - | |
Apple Inc | - | 1.90 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ivy Large Cap Growth I | 4.1B | 4.43 | 8.08 | 14.98 | ||
Ivy Science & Technology A | 3.65B | 7.94 | 3.44 | 12.45 | ||
Ivy Mid Cap Growth I | 2.85B | 0.26 | -3.05 | 10.99 | ||
Ivy Core Equity A | 2.8B | 8.04 | 8.14 | 11.25 | ||
Ivy Large Cap Growth A | 2.48B | 4.33 | 7.78 | 14.65 |
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