RG

Redmile Group Portfolio holdings

AUM $940M
1-Year Est. Return 75.78%
This Quarter Est. Return
1 Year Est. Return
+75.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.59B
AUM Growth
+$289M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$78.7M
2 +$55.6M
3 +$55.4M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$45.1M
5
WCG
Wellcare Health Plans, Inc.
WCG
+$38.3M

Top Sells

1 +$89.8M
2 +$70.2M
3 +$68.1M
4
SGEN
Seagen Inc. Common Stock
SGEN
+$61.8M
5
CTLT
CATALENT, INC.
CTLT
+$34.2M

Sector Composition

1 Healthcare 92.32%
2 Financials 0.74%
3 Communication Services 0.37%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,229
77
-649,446
78
-653,000