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
$2.3B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$68.1M
2
+$51.2M
3
+$46.3M
4
TFX icon
Teleflex
TFX
+$35.1M
5
SYNH
Syneos Health, Inc. Class A Common Stock
SYNH
+$34.9M

Top Sells

1
+$37.2M
2
+$36.8M
3
+$34.4M
4
MOH icon
Molina Healthcare
MOH
+$31.7M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$28.7M

Sector Composition

1 Healthcare 92.78%
2 Financials 1.18%
3 Communication Services 0.58%
4 Technology 0.01%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,640
77
– –
-189,008
78
– –
-3,310
79
– –
-338,536
80
– –
-957,155
81
– –
-233,837
82
– –
-1,360
83
– –
-76,729
84
– –
-723,330
1 2 3
4