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
$1.26B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$72.5M
2
+$44.4M
3
+$39.3M
4
AGIO icon
Agios Pharmaceuticals
AGIO
+$39M
5
ARIA
Ariad Pharmaceuticals Inc
ARIA
+$29.3M

Top Sells

1
+$56.1M
2
+$37.8M
3
+$26.6M
4
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$25.1M
5
BKD icon
Brookdale Senior Living
BKD
+$23.9M

Sector Composition

1 Healthcare 92.15%
2 Communication Services 1.37%
3 Consumer Staples 0.51%
4 Technology 0%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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67
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