RG
Redmile Group Portfolio holdings
AUM
$940M
1-Year Return
75.78%
This Quarter Return
-5.25%
1 Year Return
+75.78%
3 Year Return
+543.67%
5 Year Return
+585.96%
10 Year Return
+6,653.82%
AUM
$7.1B
AUM Growth
-$1.16B
(-14%)
Cap. Flow
-$264M
Cap. Flow
% of AUM
-3.72%
Top 10 Holdings %
Top 10 Hldgs %
41.94%
Holding
104
New
17
Increased
24
Reduced
34
Closed
18
Top Buys
| 1 |
Jazz Pharmaceuticals
JAZZ
|
$136M |
| 2 |
SGEN
Seagen Inc. Common Stock
SGEN
|
$130M |
| 3 |
Medtronic
MDT
|
$116M |
| 4 |
LivaNova
LIVN
|
$82.6M |
| 5 |
NGM
NGM Biopharmaceuticals, Inc. Common Stock
NGM
|
$80M |
Top Sells
| 1 |
AbbVie
ABBV
|
$149M |
| 2 |
Gilead Sciences
GILD
|
$133M |
| 3 |
ONEM
1Life Healthcare, Inc. Common Stock
ONEM
|
$107M |
| 4 |
Beam Therapeutics
BEAM
|
$99.7M |
| 5 |
Sanofi
SNY
|
$96.4M |
Sector Composition
| 1 | Healthcare | 95.05% |
| 2 | Financials | 0.83% |
| 3 | Consumer Staples | 0.3% |
| 4 | Technology | 0% |