PAI

Palo Alto Investors Portfolio holdings

AUM $470M
1-Year Est. Return 2.57%
This Quarter Est. Return
1 Year Est. Return
+2.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.02B
AUM Growth
+$319M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$95.1M
2
+$77.2M
3
+$43.3M
4
ANAC
ANACOR PHARMACEUTICALS INC COM
ANAC
+$42.6M
5
KPTI icon
Karyopharm Therapeutics
KPTI
+$29.1M

Top Sells

1
+$169M
2
+$131M
3
+$77.7M
4
NPSP
NPS PHARMACEUTICALS INC
NPSP
+$42.6M
5
SLXP
SALIX PHARMACEUTICALS LTD DEL
SLXP
+$12.3M

Sector Composition

1 Healthcare 70.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.5M 0.91%
517,632
27
$18.4M 0.91%
2,231,717
28
$17.5M 0.87%
568,436
+173,950
29
$16.3M 0.81%
291,150
+56,700
30
$15.2M 0.75%
282,057
+47,757
31
$15.1M 0.75%
193,132
32
$15.1M 0.75%
200,920
33
$8.65M 0.43%
392,676
+1,400
34
$8.24M 0.41%
106,787
+360
35
$4.54M 0.22%
7,576
36
$4.34M 0.21%
+8,613
37
$2.89M 0.14%
39,725
38
$2.14M 0.11%
49,282
+3,557
39
$1.98M 0.1%
50,436
40
$1.48M 0.07%
+2,873
41
$1.24M 0.06%
315,906
-1,417,302
42
$916K 0.05%
5,300
-71,400
43
$839K 0.04%
123,686
44
$454K 0.02%
3,588
45
$412K 0.02%
+10,455
46
$111K 0.01%
191,600
47
– –
-66,945
48
– –
-20,200
49
– –
-62,700
50
– –
-1,190,263
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