SD

SFT Delaware Ivy Growth Fund

Mutual Fund
SFT Delaware Ivy Growth Fund
Last update 2024-08-16 36 Stocks (2 new)
Value $644.00 Mil Turnover 2 %
Countries:
Top Holdings: MSFT(14.17%)NVDA(10.49%)AMZN(6.88%)AAPL(6.83%)GOOGL(6.64%)
Portfolio Report
Summary Stock Picks Current Portfolio
SFT Delaware Ivy Growth Fund Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
204,063
91205.960
-1.72%
14.170
-0.24%
0.000
+5.12%
+12.98%
3141534.523
Software
NVDA 		NVIDIA Corp
546,317
67492.000
-3.07%
10.490
-0.25%
0.000
+40.65%
+198.17%
3621363.900
Semiconductors
AMZN 		Amazon.com Inc
228,969
44248.260
-2.45%
6.880
-0.17%
0.000
+25.56%
+37.01%
2189014.992
Retail - Cyclical
AAPL 		Apple Inc
208,678
43951.760
-2.30%
6.830
-0.13%
0.000
+6.64%
+18.46%
3430687.188
Hardware
GOOGL 		Alphabet Inc
234,490
42712.350
-1.33%
6.640
-0.08%
0.000
+10.22%
+27.99%
2191538.690
Interactive Media
V 		Visa Inc
127,194
33384.610
-2.15%
5.190
-0.12%
0.010
+18.73%
+18.93%
597786.897
Credit Services
UNH 		UnitedHealth Group Inc
47,235
24054.900
-1.22%
3.740
-0.05%
0.010
+9.14%
+18.35%
566720.296
Healthcare Plans
MSI 		Motorola Solutions Inc
54,813
21160.560
-9.01%
3.290
-0.31%
0.030
+22.70%
+62.41%
84329.054
Hardware
ICE 		Intercontinental Exchange Inc
131,676
18025.130
-1.32%
2.800
-0.04%
0.020
+2.01%
+22.94%
89812.688
Capital Markets
INTU 		Intuit Inc
27,350
17974.690
-2.32%
2.790
-0.07%
0.010
+9.46%
+10.12%
191781.392
Software

SFT Delaware Ivy Growth Fund's Historical Top Holdings Breakdowns

SFT Delaware Ivy Growth Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ADBE 		Adobe Inc2024-06-30Sold Out
-0.75%
●
439.02 ($484.22) 555.54
$494.68
2.16%
Sold Out
0
-9,347
MSCI 		MSCI Inc2024-06-30New Buy
+0.72%
●
446 ($496.19) 554.83
$594.00
19.71%
New holding
9,588
9,588
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-06-30Add
+0.57%
●
127.7 ($151.69) 179.69
$201.20
32.64%
Add 71.76%
50,545
21,117
SNPS 		Synopsys Inc2024-06-30New Buy
+0.55%
●
510.71 ($565.46) 620.31
$561.46
-0.71%
New holding
6,002
6,002
ZTS 		Zoetis Inc2024-06-30Reduce
-0.50%
●
145.54 ($166.41) 178.83
$176.82
6.26%
Reduce -63.27%
10,761
-18,533
NKE 		Nike Inc2024-06-30Sold Out
-0.45%
●
75.37 ($92.94) 97.18
$75.88
-18.36%
Sold Out
0
-29,791
VRSN 		VeriSign Inc2024-06-30Reduce
-0.34%
●
168.32 ($178.18) 191.42
$183.56
3.02%
Reduce -11.15%
89,353
-11,217
RACE 		Ferrari NV2024-06-30Reduce
-0.31%
●
401 ($415.71) 431.75
$454.46
9.32%
Reduce -16.71%
21,871
-4,388
MSI 		Motorola Solutions Inc2024-06-30Reduce
-0.31%
●
336 ($360.84) 390.36
$504.60
39.84%
Reduce -9.01%
54,813
-5,426
WCN 		Waste Connections Inc2024-06-30Add
+0.27%
●
160.43 ($167.13) 175.78
$184.04
10.12%
Add 11.84%
92,818
9,824

SFT Delaware Ivy Growth Fund Total Holding History ($B)

To

SFT Delaware Ivy Growth Fund's Asset Allocation

To

SFT Delaware Ivy Growth Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SFT Delaware Ivy Growth Fund's Hypothetical Growth since 2024-06-30

SFT Delaware Ivy Growth Fund's Yearly Returns

Year Portfolio % % Excess Gain %

SFT Delaware Ivy Growth Fund's Holdings Heat Map

Size field:

SFT Delaware Ivy Growth Fund's Holdings Bubble Chart

SFT Delaware Ivy Growth Fund News

  • 1

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