RG

Redmile Group Portfolio holdings

AUM $1.51B
1-Year Est. Return 164.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+164.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$822M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$31.9M
3
+$28.3M
4
AGN
Allergan Inc
AGN
+$26.3M
5
ZBH icon
Zimmer Biomet
ZBH
+$25.7M

Top Sells

1
+$33.8M
2
+$23.9M
3
+$21.7M
4
PODD icon
Insulet
PODD
+$21.7M
5
JAZZ icon
Jazz Pharmaceuticals
JAZZ
+$19.8M

Sector Composition

1 Healthcare 77.94%
2 Technology 2%
3 Communication Services 1.83%
4 Industrials 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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