Most financiers found out about asset manager Kathy Wood in 2020, when one of her funds, Ark Innovation, showed annual efficiency in 150%. To compare: broad market index S&P 500 increased by sixteen percent in 2020. Ark Innovation includes shares of growing companies, such as Tesla, Year, Teladoc, Coinbase, Zoom, Square and others.
Leaders and outsiders
In 2021, as economic growth revived, financiers shifted their focus from growth stocks to price stocks.. Since the beginning of the year index S&P 500 added twenty-one percent, but the prices of Ark Innovation fell by more than three percent. The rest of the Wood funds also lose to the index. Despite the worst performance, there are some extremely high performing stocks in the funds since the beginning of the year.
First of all - Intellia, whose shares have almost tripled. In June, the company, along with Regeneron, announced positive analyzes of testing the product for transthyretin amyloidosis, a rare genetic disease.. Then Intellia's shares rose by more than one hundred percent..
TCS Group shares have tripled. The company released its 2Q cash report this week.: revenue and net profit increased by 37 and fifty seven percent.
But the efficiency of Seres and Compugen is much worse. Since the beginning of the year, shares of biotech companies have fallen by 75 and forty six percent.
Katy Wood's Top Performing Stocks in 2021
| Ticker | Yield | Available on the St. Petersburg Exchange | |
|---|---|---|---|
| Intellia | NTLA | 191% | Yes |
| TCS Group | TCS | 188% | Yes |
| 3D Systems | DDD | 183% | Not |
| Lending Club | LC | 175% | Not |
| ExOne | XONE | 154% | Not |
| Nvidia | NVDA | 70% | Yes |
| Cloudflare | NET | 62% | Yes |
| Sea | SE | 61% | Not |
| Bill.com | BILL | 61% | Yes |
| Silvergate Capital | SI | 50% | Yes |
| Snap | SNAP | 49% | Yes |
| Intuit | INTU | 47% | Yes |
| Trimble | TRMB | 41% | Yes |
| Deere | FROM | 41% | Yes |
| Regeneron | RAIN | 38% | Yes |
Kathy Wood low yield stocks in 2021
| Ticker | Yield | Available on the St. Petersburg Exchange | |
|---|---|---|---|
| Beings | MCRB | −75% | Not |
| Berkeley Lights | BECOME | −60% | Not |
| Materialise | MTLS | −60% | Not |
| Plurastem | PSTI | −58% | Not |
| Proto Labs | PRLB | −53% | Yes |
| Sarepta | SRPT | −53% | Yes |
| Iovance | IOVA | −49% | Yes |
| AquaBounty | AQB | −48% | Not |
| Personalis | PSNL | −47% | Not |
| Compugen | CGEN | −46% | Yes |
| Skillz | SKLZ | −46% | Yes |
| Pinduoduo | PDD | −45% | Yes |
| 1Life | ONEM | −45% | Not |
| Adaptive | ADPT | −42% | Yes |
Wall Street recommends
According to analysts, many of the sagging stocks in Kathy Wood's portfolio will show good returns in the next 12 Months. So, according to FactSet, Seres shares are recommended to buy 78% experts. Growth potential - 230%.
Seres may apply for lead drug license in Q3. “In the third phase, SER-109 proved its safety and effectiveness. Seres has entered into an agreement with Nestle Health Science to jointly commercialize SER-109 worldwide.", Canaccord Genuity analyst John Newman said.
And Compugen recommends buying the maximum number of analysts. Growth potential in the next 12 months is 220%.
Kathy Wood stock with a high buy rating
| Ticker | Growth potential | Recommend to buy | Yield | Available on the St. Petersburg Exchange | |
|---|---|---|---|---|---|
| Beings | MCRB | 233% | 78% | −75% | Not |
| Compugen | CGEN | 220% | 100% | −46% | Yes |
| Surface Oncology | SURF | 152% | 83% | −33% | Not |
| Berkeley Lights | BECOME | 107% | 71% | −60% | Not |
| Open door | OPEN | 81% | 57% | −24% | Not |
| 1Life | ONEM | 76% | 77% | −45% | Not |
| Personalis | PSNL | 73% | 87% | −47% | Not |
| Iovance | IOVA | 71% | 64% | −49% | Yes |
| Skillz | SKLZ | 66% | 50% | −46% | Yes |
| 2U | TWOU | 65% | 69% | −11% | Yes |
| Niu | NIU | 65% | 100% | −6% | Not |
| Adaptive | ADPT | 65% | 75% | −42% | Yes |
| Zillow | Z | 62% | 61% | −23% | Yes |
