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RG

Redmile Group Portfolio holdings

AUM $1.51B
1-Year Est. Return 164.17%
This Fund
S&P 500
This Quarter Est. Return
+15.59%
1 Year Est. Return
+164.17%
3 Year Est. Return
+929.47%
5 Year Est. Return
+823.75%
10 Year Est. Return
+18,826.17%
AUM
$651M
AUM Growth
+$94.6M
Cap. Flow
+$35.6M
Cap. Flow %
5.47%
Top 10 Hldgs %
46.1%
Holding
72
New
23
Increased
13
Reduced
10
Closed
23

Top Buys

1
AMGN icon
Amgen
AMGN
+$37.5M
2
AGN
Allergan plc
AGN
+$36.2M
3
STJ
St Jude Medical
STJ
+$33.9M
4
GILD icon
Gilead Sciences
GILD
+$31.7M
5
CBST
CUBIST PHARMACEUTICALS INC
CBST
+$27.4M

Top Sells

1
ALGN icon
Align Technology
ALGN
+$38.8M
2
ONXX
ONYX PHARMACEUTICALS INC
ONXX
+$34.2M
3
CAH icon
Cardinal Health
CAH
+$27.6M
4
IPXL
Impax Laboratories, Inc.
IPXL
+$19.2M
5
CELG
Celgene Corp
CELG
+$14.3M

Sector Composition

1 Healthcare 82.16%
2 Consumer Staples 1.22%
3 Technology 0.7%
4 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALGN icon
51
Align Technology
ALGN
$13B
– –
-1,048,559
Closed -$38.8M
CAH icon
52
Cardinal Health
CAH
$52.7B
– –
-584,000
Closed -$27.6M
BGMS
53
Bio Green Med Solution Inc
BGMS
$5M
– –
-1
Closed -$3.18M
DVAX
54
DELISTED
Dynavax Technologies
DVAX
– –
-5,000
Closed -$55K
IBB icon
55
iShares Biotechnology ETF
IBB
$9.24B
– –
-4,500
Closed -$261K
NBIX icon
56
Neurocrine Biosciences
NBIX
$17.3B
– –
-580,500
Closed -$7.77M
UNH icon
57
UnitedHealth
UNH
$380B
– –
-3,200
Closed -$210K
WAT icon
58
Waters Corp
WAT
$36.8B
– –
-79,664
Closed -$7.97M
ZBH icon
59
Zimmer Biomet
ZBH
$17.4B
– –
-183,237
Closed -$13.3M
MODN
60
DELISTED
MODEL N, INC.
MODN
– –
-484,600
Closed -$11.3M
ABMD
61
DELISTED
Abiomed Inc
ABMD
– –
-326,189
Closed -$7.03M
CCXI
62
DELISTED
ChemoCentryx, Inc.
CCXI
– –
-255,100
Closed -$3.61M
ALXN
63
DELISTED
Alexion Pharmaceuticals
ALXN
– –
-38,700
Closed -$3.57M
IPXL
64
DELISTED
Impax Laboratories, Inc.
IPXL
– –
-961,100
Closed -$19.2M
CPHD
65
DELISTED
Cepheid Inc
CPHD
– –
-318,900
Closed -$11M
XNPT
66
DELISTED
XENOPORT, INC.
XNPT
– –
-12,500
Closed -$62K
CYBX
67
DELISTED
CYBERONICS INC
CYBX
– –
-139,100
Closed -$7.23M
SLXP
68
DELISTED
SALIX PHARMACEUTICALS LTD DEL
SLXP
– –
-3,300
Closed -$218K
IDIX
69
DELISTED
IDENIX PHARMACEUTICALS INC
IDIX
– –
-30,200
Closed -$109K
VHS
70
DELISTED
VANGUARD HEALTH SYS INC COM STK (DE)
VHS
– –
-641,955
Closed -$13.3M
ONXX
71
DELISTED
ONYX PHARMACEUTICALS INC
ONXX
– –
-393,981
Closed -$34.2M
OREX
72
DELISTED
Orexigen Therapeutics, Inc.
OREX
– –
-119,044
Closed -$6.96M
1 2
3

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