RG

Redmile Group Portfolio holdings

AUM $1.36B
1-Year Est. Return 111.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+111.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.99B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$131M
2
+$75.7M
3
+$63.5M
4
ALLK
Allakos
ALLK
+$51.3M
5
NVRO
NEVRO CORP.
NVRO
+$48.5M

Top Sells

1
+$405M
2
+$76.5M
3
+$62.6M
4
ELV icon
Elevance Health
ELV
+$51.8M
5
UNH icon
UnitedHealth
UNH
+$34M

Sector Composition

1 Healthcare 97.74%
2 Energy 0.01%
3 Technology 0%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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80
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-733,699
83
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85
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86
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87
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88
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-8,752,254
1 2 3
4