RG
Redmile Group Portfolio holdings
AUM
$940M
This Quarter Return
+6.62%
1 Year Return
+75.78%
3 Year Return
+543.67%
5 Year Return
+585.96%
10 Year Return
+6,653.82%
AUM
$6.76B
AUM Growth
+$6.76B
(-4.8%)
Cap. Flow
-$348M
Cap. Flow
% of AUM
-5.15%
Top 10 Holdings %
Top 10 Hldgs %
43.88%
Holding
93
New
7
Increased
14
Reduced
55
Closed
7
Top Buys
| 1 |
VERV
Verve Therapeutics
VERV
|
$117M |
| 2 |
The Beauty Health Co
SKIN
|
$73.4M |
| 3 |
ZY
Zymergen Inc. Common Stock
ZY
|
$60.9M |
| 4 |
ONEM
1Life Healthcare, Inc. Common Stock
ONEM
|
$36.5M |
| 5 |
Lifestance Health
LFST
|
$35M |
Top Sells
| 1 |
Medtronic
MDT
|
$116M |
| 2 |
Zentalis Pharmaceuticals
ZNTL
|
$95.5M |
| 3 |
GNMK
GenMark Diagnostics, Inc
GNMK
|
$85.8M |
| 4 |
Beam Therapeutics
BEAM
|
$61.8M |
| 5 |
Biogen
BIIB
|
$45.6M |
Sector Composition
| 1 | Healthcare | 95.41% |
| 2 | Consumer Staples | 1.58% |
| 3 | Financials | 0.69% |
| 4 | Technology | 0% |
