RG
Redmile Group Portfolio holdings
AUM
$940M
This Quarter Return
-9.89%
1 Year Return
+75.78%
3 Year Return
+543.67%
5 Year Return
+585.96%
10 Year Return
+6,653.82%
AUM
$1.32B
AUM Growth
+$1.32B
(+8.2%)
Cap. Flow
+$209M
Cap. Flow
% of AUM
15.85%
Top 10 Holdings %
Top 10 Hldgs %
52.92%
Holding
77
New
22
Increased
20
Reduced
12
Closed
19
Top Buys
| 1 |
MDVN
MEDIVATION, INC.
MDVN
|
$74.5M |
| 2 |
Penumbra
PEN
|
$51M |
| 3 |
Incyte
INCY
|
$49.5M |
| 4 |
RAD
Rite Aid Corporation
RAD
|
$49M |
| 5 |
WCG
Wellcare Health Plans, Inc.
WCG
|
$44.3M |
Top Sells
| 1 |
Bausch Health
BHC
|
$85.4M |
| 2 |
AGN
Allergan plc
AGN
|
$41.5M |
| 3 |
KYTH
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
|
$36.3M |
| 4 |
HCA Healthcare
HCA
|
$35.4M |
| 5 |
AbbVie
ABBV
|
$34.3M |
Sector Composition
| 1 | Healthcare | 77.44% |
| 2 | Communication Services | 1.09% |
| 3 | Industrials | 1% |
| 4 | Technology | 0.23% |
| 5 | Financials | 0% |