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Ivy Core Equity B (WCEBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.51+0.12 (+0.73%)
As of 09:01PM EDT. Market open.

Overall portfolio composition (%)

Cash0.23%
Stocks99.77%
Bonds0.00%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
WCEBX
Basic materials
3.38%
Consumer cyclical
10.05%
Financial services
25.78%
Property
0.00%
Consumer defensive
5.17%
Healthcare
13.16%
Utilities
2.21%
Communication services
7.96%
Energy
0.00%
Industrials
10.30%
Technology
22.00%

Equity holdings

AverageWCEBXCategory average
Price/Earnings25.240.04
Price/book5.650.21
Price/sales2.970.4
Price/Cash flow19.770.06
Median market cap183,721.86335,222.28
3-year earnings growth19.7921.25

Bond holdings

AverageWCEBXCategory average
MaturityN/AN/A
DurationN/A4.6
Credit qualityN/AN/A

Bond ratings

Sector(s)WCEBX
US government0.00%
AAA0.00%
AA0.00%
A0.00%
BBB0.00%
BB0.00%
B0.00%
Below B0.00%
Others0.00%

Top 10 holdings (38.52% of total assets)

Get quotes for top holdings
NameSymbol% assets
Microsoft CorpMSFT8.11%
Alphabet Inc Class AGOOGL4.85%
Apple IncAAPL4.17%
Amazon.com IncAMZN3.61%
Fiserv IncFISV3.35%
UnitedHealth Group IncUNH3.16%
JPMorgan Chase & CoJPM3.07%
Mastercard Inc Class AMA2.82%
Aon PLCAON2.70%
HCA Healthcare IncHCA2.68%