RG
Redmile Group Portfolio holdings
AUM
$940M
This Quarter Return
+15.41%
1 Year Return
+75.78%
3 Year Return
+543.67%
5 Year Return
+585.96%
10 Year Return
+6,653.82%
AUM
$651M
AUM Growth
+$651M
(+17%)
Cap. Flow
+$51.2M
Cap. Flow
% of AUM
7.86%
Top 10 Holdings %
Top 10 Hldgs %
46.1%
Holding
72
New
24
Increased
13
Reduced
10
Closed
23
Top Buys
| 1 |
AGN
Allergan plc
AGN
|
$39.1M |
| 2 |
Amgen
AMGN
|
$38.7M |
| 3 |
STJ
St Jude Medical
STJ
|
$35.3M |
| 4 |
Gilead Sciences
GILD
|
$33.3M |
| 5 |
CBST
CUBIST PHARMACEUTICALS INC
CBST
|
$28.8M |
Top Sells
| 1 |
Align Technology
ALGN
|
$38.8M |
| 2 |
ONXX
ONYX PHARMACEUTICALS INC
ONXX
|
$34.2M |
| 3 |
Cardinal Health
CAH
|
$27.6M |
| 4 |
IPXL
Impax Laboratories, Inc.
IPXL
|
$19.2M |
| 5 |
CELG
Celgene Corp
CELG
|
$15.7M |
Sector Composition
| 1 | Healthcare | 82.16% |
| 2 | Consumer Staples | 1.22% |
| 3 | Technology | 0.7% |
| 4 | Communication Services | 0% |
