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
$2.58B
AUM Growth
-$40.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$30.2M
3
+$28.7M
4
PLRX icon
Pliant Therapeutics
PLRX
+$27.5M
5
XENE icon
Xenon Pharmaceuticals
XENE
+$26.3M

Top Sells

1
+$151M
2
+$72.8M
3
+$39.2M
4
SKIN icon
The Beauty Health Co
SKIN
+$38.9M
5
CNC icon
Centene
CNC
+$33M

Sector Composition

1 Healthcare 98.01%
2 Consumer Staples 0.96%
3 Industrials 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-854,013
77
– –
-341,030
78
– –
-913,319
1 2 3
4