RG

Redmile Group Portfolio holdings

AUM $940M
1-Year Est. Return 75.78%
This Quarter Est. Return
1 Year Est. Return
+75.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.45B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$142M
3
+$104M
4
NRIX icon
Nurix Therapeutics
NRIX
+$90.5M
5
KYMR icon
Kymera Therapeutics
KYMR
+$88.3M

Top Sells

1
+$162M
2
+$157M
3
+$127M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$64.2M
5
CYRX icon
CryoPort
CYRX
+$55M

Sector Composition

1 Healthcare 92.54%
2 Financials 0.5%
3 Technology 0%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$71.9M 1.32%
2,336,357
+1,944,205
27
$67.2M 1.23%
396,693
-89,407
28
$66.9M 1.23%
4,713,600
-189,800
29
$64.7M 1.19%
1,501,945
+92,200
30
$64.2M 1.18%
+101,452
31
$64M 1.18%
459,609
-38,155
32
$61.3M 1.13%
2,228,166
-8,600
33
$56.8M 1.04%
2,793,288
+1,028,100
34
$54.6M 1%
113,436
35
$54.3M 1%
1,422,049
+524,694
36
$51.3M 0.94%
2,900,889
+25,000
37
$51.3M 0.94%
1,101,600
+318,100
38
$50.1M 0.92%
208,634
+6,573
39
$44.8M 0.82%
+1,779,586
40
$41.6M 0.76%
1,128,827
-118,308
41
$37.8M 0.69%
741,129
-450,971
42
$37.7M 0.69%
10,477,879
-1,529,100
43
$35.6M 0.65%
2,548,168
+1,556,100
44
$34.4M 0.63%
333,648
-55,552
45
$33.1M 0.61%
140,180
-85,985
46
$31.6M 0.58%
853,092
-1,080,381
47
$29.5M 0.54%
1,989,200
-10,800
48
$28.9M 0.53%
158,054
-43,346
49
$28.2M 0.52%
329,419
-83,681
50
$28.2M 0.52%
277,936
-1,400
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