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
$966M
AUM Growth
-$330M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$39.4M
2
+$25M
3
+$22.7M
4
AET
Aetna Inc
AET
+$21.5M
5
MOH icon
Molina Healthcare
MOH
+$21.2M

Top Sells

1
+$61.6M
2
+$44M
3
+$38.2M
4
INSM icon
Insmed
INSM
+$25.3M
5
UNH icon
UnitedHealth
UNH
+$22M

Sector Composition

1 Healthcare 78.14%
2 Financials 2.64%
3 Communication Services 2.1%
4 Consumer Staples 1.24%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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