RG

Redmile Group Portfolio holdings

AUM $940M
1-Year Est. Return 75.78%
This Quarter Est. Return
1 Year Est. Return
+75.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.45B
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$142M
3
+$104M
4
NRIX icon
Nurix Therapeutics
NRIX
+$90.5M
5
KYMR icon
Kymera Therapeutics
KYMR
+$88.3M

Top Sells

1
+$162M
2
+$157M
3
+$127M
4
HRC
HILL-ROM HOLDINGS, INC.
HRC
+$64.2M
5
CYRX icon
CryoPort
CYRX
+$55M

Sector Composition

1 Healthcare 92.54%
2 Financials 0.5%
3 Technology 0%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$27.4M 0.5%
1,355,304
+858,432
52
$25.9M 0.48%
2,858,415
+739,415
53
$24M 0.44%
914,107
-3,800
54
$23.6M 0.43%
466,205
-127,637
55
$22.6M 0.41%
+2,130,000
56
$18.4M 0.34%
3,514,100
57
$17.5M 0.32%
184,290
-1,771
58
$16.8M 0.31%
+2,101,131
59
$15.4M 0.28%
+407,400
60
$15M 0.28%
1,386,584
-39,312
61
$14.6M 0.27%
825,000
+425,000
62
$14.2M 0.26%
2,397,441
63
$12.8M 0.24%
+1,119,600
64
$12.7M 0.23%
625,000
65
$12.4M 0.23%
1,719,247
+44,800
66
$11.2M 0.21%
+1,000,000
67
$11.1M 0.2%
+200,000
68
$11.1M 0.2%
3,103,327
69
$11M 0.2%
2,548,620
-2,513,480
70
$8.45M 0.16%
195,003
-236,097
71
$8.11M 0.15%
3,059,794
-5,200
72
$7.85M 0.14%
666,666
73
$4.26M 0.08%
120,940
-479,060
74
$3.5M 0.06%
+4,667
75
$1.88M 0.03%
21,229
1 2
3
4