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Ivy Funds

              Long        Short             
       Total Market Capitalization of All Firms (in million) 5268969 mm          271692 mm             
       Average Market Capitalization (in million) 87816 mm          33962 mm       
       Average Market Cap Weighted Market to Model 0.98          1.04       
       Average Beta 1.11          1.02       
       Average Price To Revenue 2.72          3.81       
       Average Price To Free Cash Flow 28.14          20.59       
       Total Number of Firms 60          8       
TickerCompany NameSub SectorLong Or ShortMarket To ModelTotal Market Cap ($ mm)Expected ReturnsAverage EV/EBITDAM% GrowthBetaAs Of
GEGeneral Electric CoConglomeratesL2.6130,3056%31.5820.96Dec 17
BGBunge LtdFarm ProductsL1.811,11710%3011.09Dec 17
AETAetna Inc.Health Care PlansL1.659,2816%19.9720.64Dec 17
MARMarriott International InHotels/MotelsS1.551,5824%19.01591.32Sep 17
WFTWeatherford InternationalEquipment Leasing - L1.52,7308%3051.96Sep 17
TGTTarget CorpDiscount, Variety StL1.441,35510%15.200.74Oct 17
KSSKohls CorpDepartment StoresL1.311,06318%12.3611.32Oct 17
TRIThomson Reuters Corp.Information DeliveryL1.328,6857%18.4410.73Dec 17
NBLNoble Energy IncIndependent Natural L1.312,40214%19.43131.14Sep 17
BAThe Boeing CoAerospace/Defense - L1.2209,8614%17.5151.39Dec 17
MCOMoodys CorpBusiness ServicesL1.232,1407%19.46171.24Sep 17
UTXUnited Technologies CorpConglomeratesL1.2103,2487%20.3161.04Dec 17
PEPPepsico IncBeverages - Soft DriL1.1158,3229%18.8330.70Sep 17
PAYXPaychex IncStaffing & OutsourciS1.124,0127%18.0780.93Nov 17
MOAltria Group IncCigarettesL1.1126,20910%17.1910.67Dec 17
JNJJohnson & Johnson IncDrug Manufacturers -L1.1357,3736%20.2460.80Dec 17
CYCypress Semiconductor CorSemiconductor - BroaL1.15,3738%18.01342.02Dec 17
XOMExxon Mobil CorpIntegrated Oil & GasL1.1324,3087%22.4470.82Sep 17
HESHess CorporationExploration & ProducL1.114,3509%3071.54Sep 17
RHIRobert Half InternationalStaffing & OutsourciS1.17,0059%14.8111.22Sep 17
CSCOCisco Systems IncNetworking CommunicaL1.1219,52611%17.2111.17Oct 17
AZPNAspen Technology, IncInformation TechnoloL1.15,54411%24.7161.26Dec 17
ANFAbercrombie & Fitch CoApparel StoresS1.11,48919%8.5461.21Oct 17
KMIKinder Morgan IncOil & Gas PipelinesL1.138,10216%22.9950.66Dec 17
UNHUnitedhealth Group IncHealth Care PlansL1.1226,84211%19.7390.74Dec 17
MDTMedtronic IncMedical Appliances EL1.1112,46810%20.26-30.95Oct 17
CPBCampbell Soup CoFood - Major DiversiL1.013,87414%11.7810.66Oct 17
DVADavita Inc.Specialized Health SL1.014,07713%15.9850.99Sep 17
OXYOccidental Petroleum CorpIndependent Oil & GaL1.052,1128%28.4990.66Sep 17
PTENPatterson-UTI EnergyOnshore Rigs LeasingL1.03,82712%25.541181.09Sep 17
HIHillenbrand, Inc.Equipment ManufacturL1.02,8797%13.7871.19Dec 17
EXPDExpeditors InternationalLogisticsS1.011,5928%14.53150.67Sep 17
TEVATeva Pharmaceutical IndusDrugs - GenericL1.021,31825%15.42-110.67Dec 17
HSICHenry Schein IncMedical Equipment SuL0.910,99210%12.31110.98Sep 17
EXCExelon Corp.Electric UtilitiesL0.936,26813%3060.51Dec 17
VLOValero Energy CorpOil Gas Refining & ML0.941,19027%9.9991.01Sep 17
CTASCintas CorpUniform Linen SupplyL0.917,7658%15.8230.95Nov 17
PGProcter & Gamble CoPersonal ProductsL0.9210,6287%16.4440.56Dec 17
CERNCerner Corp.Healthcare InformatiS0.921,2967%16.5840.99Dec 17
GDGeneral Dynamics CorpAerospace/Defense - L0.966,5848%15.9750.83Dec 17
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