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
$2.3B
AUM Growth
-$140M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$40.1M
2
+$39M
3
+$32.6M
4
SRPT icon
Sarepta Therapeutics
SRPT
+$31.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$31.2M

Top Sells

1
+$38.9M
2
+$37M
3
+$25.3M
4
AKRO icon
Akero Therapeutics
AKRO
+$22.5M
5
FOLD icon
Amicus Therapeutics
FOLD
+$21.1M

Sector Composition

1 Healthcare 98.78%
2 Industrials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$216K 0.01%
318,082
-1,265,076
77
– –
-535,950
78
– –
-266,187
79
– –
-625,000
80
– –
-2,326,625
1 2 3
4