We are live on ! Find out more
Cathie Wood

Cathie Wood ARK Investment Management

AUM $15.4B
1-Year Est. Return 50.29%
 

Cathie Wood is the founder, CEO, and CIO of ARK Investment Management, an investment firm known for its focus on “disruptive innovation”. She gained widespread attention for her bold market calls and high conviction in cutting-edge technologies such as electric vehicles, genomics, and blockchain. Under her guidance, ARK’s exchange-traded funds (ETFs) attracted substantial interest from both retail and institutional investors. Wood’s investment philosophy emphasizes research-driven analysis and long-term growth potential, positioning her as one of today’s most influential voices in the world of finance.

This Fund
S&P 500
This Quarter Est. Return
-10.09%
1 Year Est. Return
+50.29%
3 Year Est. Return
+250.43%
5 Year Est. Return
+91.72%
10 Year Est. Return
–
AUM
$275M
AUM Growth
–
Cap. Flow
+$288M
Cap. Flow %
104.65%
Top 10 Hldgs %
48.93%
Holding
102
New
102
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ATHN
Athenahealth, Inc.
ATHN
+$25.1M
2
SSYS icon
Stratasys
SSYS
+$22.7M
3
ILMN icon
Illumina
ILMN
+$21.6M
4
AMZN icon
Amazon
AMZN
+$13.9M
5
BIDU icon
Baidu
BIDU
+$11.3M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 27.3%
2 Healthcare 23.76%
3 Communication Services 17.67%
4 Industrials 15.69%
5 Consumer Discretionary 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRS icon
101
Carpenter Technology
CRS
$24.4B
$20K 0.01%
+552
New +$20.5K
ATI icon
102
ATI
ATI
$28.2B
$19K 0.01%
+1,216
New +$20.2K
1 2 3 4
5

Similar funds

Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $15.5B AUM 38.81% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
FGP
Freestone Grove Partners San Francisco, California $15.6B AUM 27.39% 1-Year Est. Return

Cathie Wood's Q4 2016 Portfolio in Review

Q4 2016 is the first quarter with a 13F filing on record for Cathie Wood, which disclosed 102 positions worth $275M. Its ten largest holdings account for 49% of the portfolio.

Its largest position is Athenahealth, Inc.: 233,411 shares worth $24.5M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, followed by Healthcare and Communication Services.

  • Cathie Wood's largest Q4 2016 buy was Athenahealth, Inc.: 233,411 shares worth $24.5M.
  • Cathie Wood's ten largest holdings make up 49% of its $275M portfolio in Q4 2016.
  • Cathie Wood disclosed 102 positions in Q4 2016, its first 13F filing on record.

Based on ARK Investment Management's 13F filing for Q4 2016, filed 13 Feb 2017.