PAI
Palo Alto Investors Portfolio holdings
AUM
$470M
1-Year Return
2.57%
This Quarter Return
+20.62%
1 Year Return
+2.57%
3 Year Return
+93.77%
5 Year Return
+190.64%
10 Year Return
+955.02%
AUM
$954M
AUM Growth
+$107M
(+13%)
Cap. Flow
-$47.8M
Cap. Flow
% of AUM
-5.01%
Top 10 Holdings %
Top 10 Hldgs %
71.6%
Holding
36
New
4
Increased
11
Reduced
10
Closed
2
Top Buys
| 1 |
AUXL
AUXILIUM PHARAMCEUTICALS INC
AUXL
|
+$31.2M |
| 2 |
ITMN
INTERMUNE INC
ITMN
|
+$28M |
| 3 |
CBST
CUBIST PHARMACEUTICALS INC
CBST
|
+$16.4M |
| 4 |
United Therapeutics
UTHR
|
+$12.8M |
| 5 |
KYTH
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
|
+$10.6M |
Top Sells
| 1 |
ONXX
ONYX PHARMACEUTICALS INC
ONXX
|
+$122M |
| 2 |
VPHM
VIROPHARMA INC
VPHM
|
+$34.4M |
| 3 |
BioMarin Pharmaceuticals
BMRN
|
+$16.1M |
| 4 |
AEGR
Aegerion Pharmaceuticals, Inc.
AEGR
|
+$3.11M |
| 5 |
QCOR
QUESTCOR PHARMA INC
QCOR
|
+$2.34M |
Sector Composition
| 1 | Healthcare | 36.1% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SPPI
26
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $3.32M | 0.35% |
395,985
| – | – |
|
27
Cytokinetics
CYTK
$6.38B
| $1.98M | 0.21% |
261,544
| – | – |
|
28
Xoma
XOMA
$456M
| $1.88M | 0.2% |
20,909
-5,225
| -20% | -$469K |
|
29
Prothena Corp
PRTA
$454M
| $1.79M | 0.19% |
88,500
| – | – |
|
|
HPTX
30
DELISTED
HYPERION THERAPEUTICS INC COM STK (DE)
HPTX
| $1.64M | 0.17% |
62,700
-20,900
| -25% | -$546K |
|
|
NXTM
31
DELISTED
NxStage Medical Inc.
NXTM
| $581K | 0.06% |
44,129
| – | – |
|
|
CELG
32
DELISTED
Celgene Corp
CELG
| $260K | 0.03% |
+3,380
| New | +$260K |
|
|
SPHS
33
DELISTED
Sophiris Bio, Inc.
SPHS
| $257K | 0.03% |
+55,000
| New | +$257K |
|
|
AEGR
34
DELISTED
Aegerion Pharmaceuticals, Inc.
AEGR
| – | – |
-49,040
| Closed | -$3.11M |
|
|
DNDN
35
DELISTED
DENDREON CORPORATION
DNDN
| – | – |
-207,800
| Closed | -$856K |
|