Cathie Wood

Cathie Wood ARK Investment Management

AUM $13.6B
1-Year Return 94.51%
 

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 Quarter Return
1 Year Return
+94.51%
3 Year Return
5 Year Return
10 Year Return
AUM
$514M
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
110
New
Increased
Reduced
Closed

Top Buys

1 +$8.12M
2 +$8.06M
3 +$7.53M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.13M
5
XLNX
Xilinx Inc
XLNX
+$5.88M

Top Sells

1 +$4.6M
2 +$3.02M
3 +$2.79M
4
IBM icon
IBM
IBM
+$2.77M
5
SCHW icon
Charles Schwab
SCHW
+$2.55M

Sector Composition

1 Technology 27.83%
2 Healthcare 18.6%
3 Communication Services 14.82%
4 Industrials 12.56%
5 Consumer Discretionary 12.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$28.9M 5.63%
597,800
+166,440
2
$28.8M 5.6%
1,233,679
-129,347
3
$27.3M 5.32%
194,366
-32,738
4
$18.4M 3.58%
102,901
+24,302
5
$18.3M 3.57%
5,070,760
+2,245,520
6
$18M 3.51%
106,716
-16,526
7
$16.5M 3.21%
921,982
+203,096
8
$15M 2.91%
500,296
+252,029
9
$14.4M 2.8%
316,820
+134,840
10
$14M 2.72%
207,577
+27,707
11
$13.7M 2.66%
567,540
+227,790
12
$12.6M 2.45%
9,240
+2,858
13
$11.7M 2.27%
112,645
+25,281
14
$11.5M 2.23%
201,612
+82,023
15
$11.1M 2.17%
173,041
+91,460
16
$11M 2.14%
7,794
+1,697
17
$10.9M 2.13%
275,321
+16,413
18
$10.9M 2.12%
72,209
+14,221
19
$10.8M 2.1%
837,483
+46,391
20
$9.64M 1.88%
111,279
+30,792
21
$9.39M 1.83%
982,170
+229,189
22
$9.37M 1.82%
62,715
+17,064
23
$9M 1.75%
176,991
+49,428
24
$8.65M 1.68%
38,260
+6,764
25
$8.56M 1.67%
510,187
+280,265