RG
Redmile Group Portfolio holdings
AUM
$940M
This Quarter Return
+21.69%
1 Year Return
+75.78%
3 Year Return
+543.67%
5 Year Return
+585.96%
10 Year Return
+6,653.82%
AUM
$2.03B
AUM Growth
+$2.03B
(+25%)
Cap. Flow
+$161M
Cap. Flow
% of AUM
7.95%
Top 10 Holdings %
Top 10 Hldgs %
49.69%
Holding
77
New
15
Increased
27
Reduced
15
Closed
12
Top Buys
| 1 |
AstraZeneca
AZN
|
$76.1M |
| 2 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$64.1M |
| 3 |
Insmed
INSM
|
$61.8M |
| 4 |
ALDR
Alder Biopharmaceuticals, Inc.
ALDR
|
$52.1M |
| 5 |
AET
Aetna Inc
AET
|
$37.2M |
Top Sells
| 1 |
JUNO
Juno Therapeutics, Inc.
JUNO
|
$66.3M |
| 2 |
Elevance Health
ELV
|
$43.6M |
| 3 |
Agios Pharmaceuticals
AGIO
|
$35M |
| 4 |
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% |