RG
Redmile Group Portfolio holdings
AUM
$940M
This Quarter Return
+12.66%
1 Year Return
+75.78%
3 Year Return
+543.67%
5 Year Return
+585.96%
10 Year Return
+6,653.82%
AUM
$3.53B
AUM Growth
+$3.53B
(+3.1%)
Cap. Flow
-$35.7M
Cap. Flow
% of AUM
-1.01%
Top 10 Holdings %
Top 10 Hldgs %
48.03%
Holding
98
New
16
Increased
28
Reduced
21
Closed
18
Top Buys
| 1 |
Sarepta Therapeutics
SRPT
|
$62.6M |
| 2 |
TCDA
Tricida, Inc. Common Stock
TCDA
|
$57.4M |
| 3 |
Amicus Therapeutics
FOLD
|
$39.6M |
| 4 |
Centene
CNC
|
$36.2M |
| 5 |
Krystal Biotech
KRYS
|
$30.4M |
Top Sells
| 1 |
ARRY
Array Biopharma Inc
ARRY
|
$103M |
| 2 |
InflaRx
IFRX
|
$82.5M |
| 3 |
Xencor
XNCR
|
$58.3M |
| 4 |
Teva Pharmaceuticals
TEVA
|
$49.3M |
| 5 |
Penumbra
PEN
|
$47.5M |
Sector Composition
| 1 | Healthcare | 95.47% |
| 2 | Financials | 2.17% |
| 3 | Energy | 0.01% |
| 4 | Technology | 0% |
