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

Top Buys

1
+$75.7M
2
+$60.7M
3
+$60.5M
4
ONEM
1Life Healthcare
ONEM
+$56.7M
5
MNTA
Momenta Pharmaceuticals, Inc.
MNTA
+$52.7M

Top Sells

1
+$116M
2
+$109M
3
+$73.8M
4
CNC icon
Centene
CNC
+$43.3M
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