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
$5.73B
AUM Growth
-$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$93.4M
3
+$85.5M
4
SLGC
SomaLogic, Inc. Class A Common Stock
SLGC
+$49.2M
5
STVN icon
Stevanato
STVN
+$30M

Top Sells

1
+$98.4M
2
+$60.9M
3
+$46.5M
4
CRL icon
Charles River Laboratories
CRL
+$40.1M
5
CI icon
Cigna
CI
+$37.9M

Sector Composition

1 Healthcare 93.97%
2 Consumer Staples 3.39%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4