RG

Redmile Group Portfolio holdings

AUM $1.03B
1-Year Est. Return 108.56%
This Quarter Est. Return
1 Year Est. Return
+108.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$31.5M
3
+$21.5M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$20.9M
5
CBST
CUBIST PHARMACEUTICALS INC
CBST
+$18.8M

Top Sells

1
+$37.6M
2
+$28.8M
3
+$26.6M
4
UHS icon
Universal Health Services
UHS
+$25.7M
5
BMRN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$413K 0.05%
6,500
52
$289K 0.03%
+13,500
53
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