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
$2.14B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$13.7M
3
+$4.27M
4
AIMT
Aimmune Therapeutics
AIMT
+$2.39M
5
INSM icon
Insmed
INSM
+$1.5M

Top Sells

1
+$113M
2
+$52.9M
3
+$5.49M
4
UTHR icon
United Therapeutics
UTHR
+$2.08M
5
RIGL icon
Rigel Pharmaceuticals
RIGL
+$1.09M

Sector Composition

1 Healthcare 94.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 0.2%
200,920
27
$3.14M 0.15%
33,214
28
$2.22M 0.1%
51,636
29
$1.59M 0.07%
500,913
+19,394
30
$1.56M 0.07%
340,320
31
$1.5M 0.07%
123,686
32
$1.06M 0.05%
4,537
33
$785K 0.04%
546
34
$543K 0.03%
247,000
35
$542K 0.03%
5,049
36
$428K 0.02%
29,500
37
$306K 0.01%
38,970
38
$212K 0.01%
5,650
39
– –
-41,900
40
– –
-2,032,692
1
2