RG
Redmile Group Portfolio holdings
AUM
$940M
This Quarter Return
+2.27%
1 Year Return
+75.78%
3 Year Return
+543.67%
5 Year Return
+585.96%
10 Year Return
+6,653.82%
AUM
$822M
AUM Growth
+$822M
(-1.8%)
Cap. Flow
+$5.83M
Cap. Flow
% of AUM
0.71%
Top 10 Holdings %
Top 10 Hldgs %
40.53%
Holding
68
New
13
Increased
13
Reduced
19
Closed
21
Top Buys
| 1 |
Medtronic
MDT
|
$37.6M |
| 2 |
Universal Health Services
UHS
|
$35.4M |
| 3 |
BioMarin Pharmaceuticals
BMRN
|
$29.1M |
| 4 |
AGN
ALLERGAN INC
AGN
|
$28.5M |
| 5 |
Zimmer Biomet
ZBH
|
$26.6M |
Top Sells
| 1 |
Tenet Healthcare
THC
|
$33.8M |
| 2 |
Agilent Technologies
A
|
$24.5M |
| 3 |
Bristol-Myers Squibb
BMY
|
$21.7M |
| 4 |
Insulet
PODD
|
$21.7M |
| 5 |
Jazz Pharmaceuticals
JAZZ
|
$19.8M |
Sector Composition
| 1 | Healthcare | 77.94% |
| 2 | Technology | 2% |
| 3 | Communication Services | 1.83% |
| 4 | Industrials | 1.4% |
