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
$7.1B
AUM Growth
-$1.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$130M
3
+$116M
4
LIVN icon
LivaNova
LIVN
+$82.6M
5
NGM
NGM Biopharmaceuticals, Inc. Common Stock
NGM
+$80M

Top Sells

1
+$149M
2
+$133M
3
+$107M
4
BEAM icon
Beam Therapeutics
BEAM
+$99.7M
5
SNY icon
Sanofi
SNY
+$96.4M

Sector Composition

1 Healthcare 95.05%
2 Financials 0.83%
3 Consumer Staples 0.3%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,984,690
102
– –
-815,681
103
– –
-1,398,705
104
– –
-452,295
1 2 3 4
5