RG
Redmile Group Portfolio holdings
AUM
$940M
This Quarter Return
+7.27%
1 Year Return
+75.78%
3 Year Return
+543.67%
5 Year Return
+585.96%
10 Year Return
+6,653.82%
AUM
$812M
AUM Growth
+$812M
(-1.3%)
Cap. Flow
-$30.9M
Cap. Flow
% of AUM
-3.81%
Top 10 Holdings %
Top 10 Hldgs %
40.99%
Holding
68
New
20
Increased
15
Reduced
16
Closed
15
Top Buys
| 1 |
CELG
Celgene Corp
CELG
|
$35M |
| 2 |
McKesson
MCK
|
$31.5M |
| 3 |
Adverum Biotechnologies
ADVM
|
$21.5M |
| 4 |
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
|
$20.9M |
| 5 |
CBST
CUBIST PHARMACEUTICALS INC
CBST
|
$18.8M |
Top Sells
| 1 |
Medtronic
MDT
|
$37.6M |
| 2 |
AGN
ALLERGAN INC
AGN
|
$28.8M |
| 3 |
Zimmer Biomet
ZBH
|
$26.6M |
| 4 |
Universal Health Services
UHS
|
$25.7M |
| 5 |
BioMarin Pharmaceuticals
BMRN
|
$21M |
Sector Composition
| 1 | Healthcare | 74.09% |
| 2 | Technology | 2.68% |
| 3 | Communication Services | 1.77% |
| 4 | Industrials | 0.7% |
| 5 | Financials | 0.53% |
