RG
Redmile Group Portfolio holdings
AUM
$940M
This Quarter Return
+4.61%
1 Year Return
+75.78%
3 Year Return
+543.67%
5 Year Return
+585.96%
10 Year Return
+6,653.82%
AUM
$1.3B
AUM Growth
+$1.3B
(-1.8%)
Cap. Flow
-$15.3M
Cap. Flow
% of AUM
-1.18%
Top 10 Holdings %
Top 10 Hldgs %
52.92%
Holding
72
New
14
Increased
18
Reduced
22
Closed
16
Top Buys
| 1 |
Boston Scientific
BSX
|
$41.5M |
| 2 |
Ironwood Pharmaceuticals
IRWD
|
$40.3M |
| 3 |
DPLO
DIPLOMAT PHARMACY, INC.
DPLO
|
$38.2M |
| 4 |
CLVS
Clovis Oncology, Inc.
CLVS
|
$29.3M |
| 5 |
NVRO
NEVRO CORP.
NVRO
|
$26.3M |
Top Sells
| 1 |
RAD
Rite Aid Corporation
RAD
|
$49M |
| 2 |
CMRX
Chimerix, Inc.
CMRX
|
$40.8M |
| 3 |
BioMarin Pharmaceuticals
BMRN
|
$38.8M |
| 4 |
ZSPH
ZS PHARMA INC COMS TK (DE)
ZSPH
|
$33.8M |
| 5 |
Incyte
INCY
|
$27.7M |
Sector Composition
| 1 | Healthcare | 79.19% |
| 2 | Communication Services | 1.61% |
| 3 | Industrials | 0.58% |
| 4 | Technology | 0% |
