Katie Wood's briefcase: the best and worst promotions in 2021 year

Katie Wood's briefcase: the best and worst promotions in 2021 year

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
  “Algorithmic trading is a way of life for such a person, who lives where and how he wants, does not look at the market, nor analysts "

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
Scroll to Top