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
$3.57B
AUM Growth
-$614M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$73M
2
+$72.6M
3
+$68.5M
4
MRK icon
Merck
MRK
+$64.9M
5
MNTA
Momenta Pharmaceuticals, Inc.
MNTA
+$53.9M

Top Sells

1
+$116M
2
+$109M
3
+$73.8M
4
CNC icon
Centene
CNC
+$44.2M
5
HCA icon
HCA Healthcare
HCA
+$42.2M

Sector Composition

1 Healthcare 97.84%
2 Industrials 0.87%
3 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-613,734
77
– –
-2,770,842
78
– –
-639,095
1 2 3
4