Ivy Small Cap Growth R
(WSGRX)| Symbol | Value ($) |
|---|---|
| Total number of holdings* | 89 |
| Turnover(%) | 65 |
- *List includes only non-cash positions
| TICKER | COMPANY NAME |
% NET ASSETS |
SHARE CHANGE |
% YTD RETURN |
|---|---|---|---|---|
| SIVB | SVB Financial Group | 3.46% | NA | +23.73% |
| AMG | Affiliated Managers Group Inc | 3.16% | -6,100 | +15.80% |
| ULTI | Ultimate Software Group, Inc. | 2.74% | -32,100 | +15.04% |
| WAB | Westinghouse Air Brake Technologies Corp | 2.68% | -20,300 | +17.31% |
| PNRA | Panera Bread Company, Inc. Class A | 2.52% | NA | +11.53% |
| PRAA | Portfolio Recovery Associates, Inc. | 2.44% | -40,100 | +22.48% |
| SMTC | Semtech Corporation | 2.43% | 25,300 | +7.36% |
| LSTR | Landstar System, Inc. | 2.16% | NA | +1.03% |
| JKHY | Jack Henry & Associates, Inc | 2.14% | NA | +15.97% |
| SBNY | Signature Bank | 2.13% | -2,700 | -0.18% |
| CYH | Community Health Systems Inc | 2.12% | 50,700 | +45.48% |
| MTN | Vail Resorts, Inc. | 2.09% | NA | +10.48% |
| FCFS | First Cash Financial Services, Inc. | 2.06% | NA | +2.48% |
| INCY | Incyte Corp Ltd | 2.05% | NA | +29.56% |
| WSO | Watsco, Inc. | 1.99% | NA | +11.08% |
| ARUN | Aruba Networks, Inc. | 1.97% | 37,800 | +3.13% |
| OZRK | Bank of the Ozarks, Inc. | 1.92% | 13,400 | +19.42% |
| HUBG | Hub Group, Inc. Class A | 1.82% | NA | +5.12% |
| LAD | Lithia Motors, Inc. Class A | 1.80% | NA | +25.90% |
| TISI | Team, Inc. | 1.75% | NA | -3.31% |
| WCN | Waste Connections, Inc. | 1.74% | -91,500 | +10.86% |
| NA | Heartware International, Inc. | 1.71% | 91,100 | +14.18% |
| IPGP | IPG Photonics Corporation | 1.59% | 5,700 | -12.72% |
| GPOR | Gulfport Energy Corporation | 1.47% | 6,400 | +33.18% |
| ABG | Asbury Automotive Group Inc | 1.46% | 358,800 | +20.79% |
- Morningstar portfolio data through 3/31/2013
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