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
$2.99B
AUM Growth
-$537M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$86.8M
3
+$61.1M
4
IGMS
IGM Biosciences
IGMS
+$55.8M
5
NVRO
NEVRO CORP.
NVRO
+$55.1M

Top Sells

1
+$405M
2
+$76.5M
3
+$62.6M
4
ELV icon
Elevance Health
ELV
+$51.8M
5
TDOC icon
Teladoc Health
TDOC
+$30.7M

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
76
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-888,705
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79
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-733,699
83
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-375,375
84
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-254,590
85
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-188,000
86
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-1,796,477
87
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-216,200
88
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-8,752,254
1 2 3
4