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
$1.72B
AUM Growth
+$398M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$22.3M
3
+$12.4M
4
PRTA icon
Prothena Corp
PRTA
+$8.75M
5
UTHR icon
United Therapeutics
UTHR
+$5.29M

Top Sells

1
+$23.5M
2
+$16.5M
3
+$15.8M
4
SQNM
SEQUENOM INC NEW
SQNM
+$9.43M
5
VNDA icon
Vanda Pharmaceuticals
VNDA
+$1.91M

Sector Composition

1 Healthcare 94.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.37M 0.43%
396,976
+700
27
$6.36M 0.37%
81,730
+10,458
28
$5.7M 0.33%
379,727
+54,128
29
$5.08M 0.3%
33,214
30
$4.49M 0.26%
200,920
31
$3.51M 0.2%
37,457
+1,100
32
$3.22M 0.19%
9,257
33
$1.57M 0.09%
267,890
34
$1.46M 0.08%
7,576
35
$1.32M 0.08%
47,524
36
$1.14M 0.07%
123,686
37
$768K 0.04%
247,000
-247,000
38
$674K 0.04%
38,970
39
$555K 0.03%
167,302
40
$337K 0.02%
29,500
41
$156K 0.01%
20,453
42
$116K 0.01%
15,879
43
– –
-273,983
44
– –
-10,322,377
45
– –
-272,986
1
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