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
$2.25B
AUM Growth
+$226M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$21.2M
3
+$17.7M
4
INSM icon
Insmed
INSM
+$2.06M
5
UTHR icon
United Therapeutics
UTHR
+$1.74M

Top Sells

1
+$27.4M
2
+$16M
3
+$12.1M
4
KYTH
KYTHERA BIOPHARMACEUTICALS, INC COM
KYTH
+$6.96M
5
QLTI
QLT Inc
QLTI
+$1.24M

Sector Composition

1 Healthcare 69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.8M 0.74%
568,436
27
$16.6M 0.74%
517,632
28
$15.7M 0.7%
291,150
29
$13.9M 0.62%
200,920
30
$11.7M 0.52%
392,676
31
$9.56M 0.43%
193,132
32
$9.06M 0.4%
106,787
33
$4.55M 0.2%
9,029
+416
34
$3.1M 0.14%
39,950
+225
35
$2.94M 0.13%
7,576
36
$2.73M 0.12%
4,316
+1,443
37
$2.6M 0.12%
50,436
38
$2.3M 0.1%
47,524
-1,758
39
$1.74M 0.08%
27,757
-254,300
40
$1.47M 0.07%
+61,265
41
$1.02M 0.05%
22,370
+11,915
42
$986K 0.04%
+70,706
43
$831K 0.04%
123,686
44
$422K 0.02%
3,588
45
$150K 0.01%
191,600
46
– –
-5,300
47
– –
-3,211
48
– –
-315,906
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