RG
Redmile Group Portfolio holdings
AUM
$940M
This Quarter Return
-13.92%
1 Year Return
+75.78%
3 Year Return
+543.67%
5 Year Return
+585.96%
10 Year Return
+6,653.82%
AUM
$2.49B
AUM Growth
+$2.49B
(-24%)
Cap. Flow
-$210M
Cap. Flow
% of AUM
-8.44%
Top 10 Holdings %
Top 10 Hldgs %
45.62%
Holding
96
New
13
Increased
17
Reduced
38
Closed
18
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$44.4M |
| 2 |
CLVS
Clovis Oncology, Inc.
CLVS
|
$41M |
| 3 |
Medtronic
MDT
|
$38.2M |
| 4 |
Teva Pharmaceuticals
TEVA
|
$28.2M |
| 5 |
EPZM
Epizyme, Inc
EPZM
|
$27M |
Top Sells
| 1 |
WCG
Wellcare Health Plans, Inc.
WCG
|
$50M |
| 2 |
BLUE
bluebird bio
BLUE
|
$36.8M |
| 3 |
Centene
CNC
|
$32.1M |
| 4 |
NUVA
NuVasive, Inc.
NUVA
|
$31.2M |
| 5 |
Elevance Health
ELV
|
$31.1M |
Sector Composition
| 1 | Healthcare | 95.6% |
| 2 | Financials | 1.69% |
| 3 | Energy | 0.02% |
| 4 | Technology | 0% |
