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

Top Buys

1
+$47.7M
2
+$33.9M
3
+$33.7M
4
SYK icon
Stryker
SYK
+$31.9M
5
PLRX icon
Pliant Therapeutics
PLRX
+$30.1M

Top Sells

1
+$151M
2
+$72.8M
3
+$37.3M
4
SKIN icon
The Beauty Health Co
SKIN
+$36.3M
5
CNC icon
Centene
CNC
+$28.7M

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
– –
-300,000
77
– –
-449,661
78
– –
-206,113
1 2 3
4