RG
Redmile Group Portfolio holdings
AUM
$940M
This Quarter Return
+23.63%
1 Year Return
+75.78%
3 Year Return
+543.67%
5 Year Return
+585.96%
10 Year Return
+6,653.82%
AUM
$1.11B
AUM Growth
+$1.11B
(+21%)
Cap. Flow
+$85.8M
Cap. Flow
% of AUM
7.7%
Top 10 Holdings %
Top 10 Hldgs %
48.19%
Holding
72
New
18
Increased
12
Reduced
16
Closed
18
Top Buys
| 1 |
Teva Pharmaceuticals
TEVA
|
$53.2M |
| 2 |
ENDP
Endo International plc
ENDP
|
$50.3M |
| 3 |
ASPX
AUSPEX PHARMACEUTICALS INC COM STK (DE)
ASPX
|
$41.9M |
| 4 |
ALR
Alere Inc
ALR
|
$32.5M |
| 5 |
Biogen
BIIB
|
$23.1M |
Top Sells
| 1 |
RAD
Rite Aid Corporation
RAD
|
$45.4M |
| 2 |
CELG
Celgene Corp
CELG
|
$38.3M |
| 3 |
Gilead Sciences
GILD
|
$34.7M |
| 4 |
RCPT
RECEPTOS INC COM STK (DE)
RCPT
|
$25.3M |
| 5 |
AstraZeneca
AZN
|
$18.2M |
Sector Composition
| 1 | Healthcare | 81.12% |
| 2 | Financials | 2.03% |
| 3 | Technology | 1.63% |
| 4 | Communication Services | 1.57% |
| 5 | Consumer Staples | 1.52% |
