PAI

Palo Alto Investors Portfolio holdings

AUM $540M
1-Year Est. Return 26.48%
This Quarter Est. Return
1 Year Est. Return
+26.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.34B
AUM Growth
-$4.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$38.2M
2
+$36.6M
3
+$28.3M
4
WMGI
Wright Medical Group Inc
WMGI
+$25.2M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$25.2M

Top Sells

1
+$227M
2
+$20.3M
3
+$12.5M
4
FOLD icon
Amicus Therapeutics
FOLD
+$12M
5
CYBX
CYBERONICS INC
CYBX
+$4.83M

Sector Composition

1 Healthcare 56.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.1M 0.9%
2,231,717
-43,886
27
$11.6M 0.87%
1,956,376
-2,015,200
28
$11M 0.82%
213,100
+36,312
29
$10.7M 0.8%
209,250
+43,650
30
$10M 0.75%
518,010
31
$8.91M 0.67%
+81,133
32
$8.34M 0.62%
1,846,075
-41,133
33
$8.23M 0.61%
193,132
34
$6.43M 0.48%
+284,249
35
$2.63M 0.2%
31,245
36
$2.32M 0.17%
1,161,400
-171,151
37
$1.58M 0.12%
62,700
38
$1.55M 0.12%
80,369
-11,300
39
$1.25M 0.09%
35,336
+24,152
40
$1.06M 0.08%
95,803
-24,277
41
$858K 0.06%
292,900
42
$435K 0.03%
123,686
43
$323K 0.02%
+3,588
44
– –
-5,134,058
45
– –
-218,995
46
– –
-73,900
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