RG
Redmile Group Portfolio holdings
AUM
$940M
This Quarter Return
+18.85%
1 Year Return
+75.78%
3 Year Return
+543.67%
5 Year Return
+585.96%
10 Year Return
+6,653.82%
AUM
$2.59B
AUM Growth
+$2.59B
(+13%)
Cap. Flow
+$99.8M
Cap. Flow
% of AUM
3.85%
Top 10 Holdings %
Top 10 Hldgs %
46.26%
Holding
80
New
11
Increased
26
Reduced
24
Closed
16
Top Buys
| 1 |
AVXS
AveXis, Inc. Common Stock
AVXS
|
$78.7M |
| 2 |
Xencor
XNCR
|
$55.6M |
| 3 |
Atara Biotherapeutics
ATRA
|
$55.4M |
| 4 |
ALXN
Alexion Pharmaceuticals Inc
ALXN
|
$45.1M |
| 5 |
WCG
Wellcare Health Plans, Inc.
WCG
|
$38.3M |
Top Sells
| 1 |
CLVS
Clovis Oncology, Inc.
CLVS
|
$89.8M |
| 2 |
AstraZeneca
AZN
|
$70.1M |
| 3 |
CELG
Celgene Corp
CELG
|
$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% |