RG
Redmile Group Portfolio holdings
AUM
$940M
This Quarter Return
+25.65%
1 Year Return
+75.78%
3 Year Return
+543.67%
5 Year Return
+585.96%
10 Year Return
+6,653.82%
AUM
$918M
AUM Growth
+$918M
(+13%)
Cap. Flow
-$49.1M
Cap. Flow
% of AUM
-5.35%
Top 10 Holdings %
Top 10 Hldgs %
48.26%
Holding
69
New
15
Increased
16
Reduced
21
Closed
14
Top Buys
| 1 |
Gilead Sciences
GILD
|
$34.7M |
| 2 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$27.5M |
| 3 |
AstraZeneca
AZN
|
$18.2M |
| 4 |
BLCM
Bellicum Pharmaceuticals, Inc.
BLCM
|
$17.3M |
| 5 |
ARRY
Array Biopharma Inc
ARRY
|
$16.6M |
Top Sells
| 1 |
AGN
Allergan plc
AGN
|
$39.5M |
| 2 |
HCA Healthcare
HCA
|
$23.2M |
| 3 |
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
|
$20.9M |
| 4 |
CBST
CUBIST PHARMACEUTICALS INC
CBST
|
$18.8M |
| 5 |
WCG
Wellcare Health Plans, Inc.
WCG
|
$18.1M |
Sector Composition
| 1 | Healthcare | 79.69% |
| 2 | Technology | 2.51% |
| 3 | Communication Services | 1.69% |
| 4 | Financials | 0.72% |
| 5 | Industrials | 0% |
