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

Top Buys

1
+$151M
2
+$136M
3
+$115M
4
DXCM icon
DexCom
DXCM
+$83.5M
5
LIVN icon
LivaNova
LIVN
+$79.9M

Top Sells

1
+$149M
2
+$133M
3
+$129M
4
BEAM icon
Beam Therapeutics
BEAM
+$119M
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
– –
-265,736
102
– –
-815,681
103
– –
-1,398,705
104
– –
-452,295
1 2 3 4
5