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
$4.18B
AUM Growth
+$1.19B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$106M
3
+$104M
4
BSX icon
Boston Scientific
BSX
+$73.8M
5
MNTA
Momenta Pharmaceuticals, Inc.
MNTA
+$63.9M

Top Sells

1
+$155M
2
+$139M
3
+$114M
4
CELG
Celgene Corp
CELG
+$55.9M
5
WMGI
Wright Medical Group Inc
WMGI
+$49.6M

Sector Composition

1 Healthcare 98.47%
2 Industrials 0.33%
3 Technology 0%
4 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-16,720
77
– –
-16,260
78
– –
-879,627
79
– –
-3,235,795
80
– –
-490,340
81
– –
-2,166
82
– –
-3,607,800
83
– –
-749,026
84
– –
-21,630
85
– –
-1,162,200
86
– –
-7,182
87
– –
-2,404,157
88
– –
-8,244,896
1 2 3
4