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
$2.03B
AUM Growth
+$408M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$76.1M
2 +$64.1M
3 +$61.8M
4
ALDR
Alder Biopharmaceuticals
ALDR
+$52.1M
5
AET
Aetna Inc
AET
+$37.2M

Top Sells

1 +$66.3M
2 +$43.6M
3 +$35M
4
PEN icon
Penumbra
PEN
+$33M
5
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
+$30M

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
76
-634,802