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RG

Redmile Group Portfolio holdings

AUM $1.51B
1-Year Est. Return 164.17%
This Fund
S&P 500
This Quarter Est. Return
+21.28%
1 Year Est. Return
+164.17%
3 Year Est. Return
+929.47%
5 Year Est. Return
+823.75%
10 Year Est. Return
+18,826.17%
AUM
$2.03B
AUM Growth
+$408M
Cap. Flow
+$76.6M
Cap. Flow %
3.78%
Top 10 Hldgs %
49.69%
Holding
77
New
15
Increased
27
Reduced
15
Closed
12

Top Buys

1
AZN icon
AstraZeneca
AZN
+$71M
2
SGEN
Seagen Inc. Common Stock
SGEN
+$60.3M
3
ALDR
Alder Biopharmaceuticals
ALDR
+$44.3M
4
NITE
Nightstar Therapeutics plc American Depositary Shares
NITE
+$38.2M
5
INSM icon
Insmed
INSM
+$37.7M

Top Sells

1
JUNO
Juno Therapeutics, Inc.
JUNO
+$66.3M
2
ELV icon
Elevance Health
ELV
+$43.6M
3
AGIO icon
Agios Pharmaceuticals
AGIO
+$35M
4
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
+$32M
5
PEN icon
Penumbra
PEN
+$31.5M

Sector Composition

1 Healthcare 89.36%
2 Financials 3.41%
3 Communication Services 0.62%
4 Energy 0.01%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NXTM
76
DELISTED
NxStage Medical Inc.
NXTM
– –
-657,356
Closed -$16.5M
JUNO
77
DELISTED
Juno Therapeutics, Inc.
JUNO
– –
-2,219,616
Closed -$66.3M
SPNC
78
DELISTED
Spectranetics Corp
SPNC
– –
-634,802
Closed -$24.4M
1 2 3
4

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