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
$1.8B
AUM Growth
-$283M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$36.6M
2
+$15.4M
3
+$15.3M
4
EPZM
Epizyme, Inc
EPZM
+$8.74M
5
ABMD
Abiomed Inc
ABMD
+$5.64M

Top Sells

1
+$84.4M
2
+$44.3M
3
+$34.5M
4
THOR
THORATEC CORPORATION
THOR
+$17M
5
ISRG icon
Intuitive Surgical
ISRG
+$13.4M

Sector Composition

1 Healthcare 77.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.4M 0.69%
246,068
+2,200
27
$7.29M 0.41%
200,920
28
$6.26M 0.35%
33,214
29
$6.01M 0.33%
325,599
30
$5.49M 0.31%
71,272
-11,560
31
$3.89M 0.22%
9,257
32
$3.66M 0.2%
396,276
+3,600
33
$3.18M 0.18%
267,890
34
$2.88M 0.16%
167,302
-25,830
35
$1.83M 0.1%
27,757
36
$1.6M 0.09%
36,313
37
$1.59M 0.09%
7,576
38
$1.42M 0.08%
47,524
39
$1.29M 0.07%
123,686
40
$879K 0.05%
494,000
+302,400
41
$451K 0.03%
14,754
42
$422K 0.02%
28,600
+800
43
$338K 0.02%
20,453
44
– –
-1,125,564
45
– –
-261,900
46
– –
-39,950
47
– –
-29,257
48
– –
-268,861
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