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
$1.7B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$32.4M
2
+$21.3M
3
+$16.2M
4
UTHR icon
United Therapeutics
UTHR
+$13.5M
5
ANAC
ANACOR PHARMACEUTICALS INC COM
ANAC
+$13.1M

Top Sells

1
+$54.4M
2
+$18.2M
3
+$10.6M
4
GERN icon
Geron
GERN
+$2.32M
5
RVNC
Revance Therapeutics, Inc.
RVNC
+$1.55M

Sector Composition

1 Healthcare 57.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.3M 0.84%
691,218
+17,400
27
$14.3M 0.84%
106,427
+25,294
28
$13.8M 0.81%
234,450
+25,200
29
$13.1M 0.77%
234,300
+21,200
30
$11.8M 0.69%
517,632
-378
31
$11.7M 0.69%
193,132
32
$11M 0.65%
394,486
+110,237
33
$10.7M 0.63%
391,276
-386,400
34
$8.82M 0.52%
+76,700
35
$8.73M 0.51%
+268,861
36
$6.95M 0.41%
1,733,208
-112,867
37
$5M 0.29%
+7,576
38
$2.85M 0.17%
39,725
+8,480
39
$1.95M 0.11%
50,436
+15,100
40
$1.5M 0.09%
62,700
41
$1.2M 0.07%
+45,725
42
$991K 0.06%
123,686
43
$562K 0.03%
66,945
-28,858
44
$362K 0.02%
+20,200
45
$355K 0.02%
3,588
46
$103K 0.01%
191,600
-101,300
47
– –
-80,369
48
– –
-1,161,400
1
2